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CIBC Atlas Income Opportunities Instl AWIIX

Quantitative rating as of
  • NAV / 1-Day Return 13.76  /  0.86 %
  • Total Assets 621.0 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.27%
  • Turnover 19%

Morningstar’s Analysis AWIIX

Will AWIIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit CIBC Atlas Income Opportunities Instl to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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