AWMIX Mutual Fund

AWMIX Mutual Fund

NAV$19.54
See how much of AWMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Apr 30, 2026

Net Assets
$701M
Expense Ratio
0.82%
Dividend Yield (Current)
-
Holdings
73
Inception Date
Jun 27, 2014
Fund Family
CIBC Private Wealth
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+8.42%
1 Year+4.79%
3 Year+8.23%
5 Year+3.25%
10 Year+9.02%

Asset Allocation

Stocks: 99.98%
See how much of AWMIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
AZOAutozone Inc Snr S* Ice2.33%
APHAmphenol Corp. Class A2.23%
NETCloudflare Inc (180 Day Lockup)1.84%
AMEAmetek Inc.1.78%
WCN:CAWaste Connections Inc Common Stock Cad 01.15%
Top 10 Concentration: 9.33%Report Date: Apr 30, 2026
Download all 73 holdings for AWMIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Latest Distribution
$2.28
-

Peer Comparison

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

AWMIX Mutual Fund Overview

AWMIX Mutual Fund (CIBC Atlas Mid Cap Equity Fund Institutional Class) is managed by CIBC Private Wealth with $701.1M in net assets. AWMIX expense ratio is 0.82%, holding 73 positions across sectors including Consumer Discretionary, Information Technology, Industrials. Inception date: 2014-06-27.

AWMIX performance shows a YTD return of 8.42%. The 1-year return is 4.79% and the 5-year return is 3.25%.

AWMIX top holdings include Autozone Inc Snr S* Ice (2.3%), Amphenol Corp. Class A (2.2%), Cloudflare Inc (180 Day Lockup) (1.8%), Ametek Inc. (1.8%), Waste Connections Inc Common Stock Cad 0 (1.1%). Go to all AWMIX holdings, AWMIX sectors, or AWMIX dividends.

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