AWEVX Mutual Fund

AWEVX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.11%
Dividend Yield (Current)
-
Holdings
67
Inception Date
Dec 1, 2005
Fund Family
CIBC Private Wealth
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 100.00%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

AWEVX Mutual Fund Overview

AWEVX Mutual Fund (CIBC Atlas Disciplined Equity Fund Investor Class) is managed by CIBC Private Wealth. AWEVX expense ratio is 1.11%, holding 67 positions across various sectors. Inception date: 2005-12-01.

AWEVX performance shows data across multiple time periods..

AWEVX top holdings include a diversified portfolio. Go to all AWEVX holdings, AWEVX sectors, or AWEVX dividends.

AWEVX can be compared against other funds. Use AWEVX overlap to find shared positions, or AWEVX vs another fund for a side-by-side view. AWEVX alternatives are available via the screener, along with tax-loss harvesting opportunities.