CIBC Canadian Resources Class A (ATL8021)
32.11
+0.22
(+0.67%)
CAD |
Apr 02 2026
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 2.24% | 47.79M | 1.86% | 3.83% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 8.703M | 50.67% |
Basic Info
| Investment Strategy | |
| The objective of the fund is to provide long-term growth through capital appreciation by investing primarily in a diversified portfolio of securities of Canadian companies involved in or indirectly dependent on the Canadian natural resource industries. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | Large Cap Value |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Global Peer Group | Equity Theme - Natural Resources |
| Peer Group | Natural Resources Equity |
| Global Macro | Equity Theme |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | CIBC |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
56
-16.26M
Peer Group Low
86.87M
Peer Group High
1 Year
% Rank:
40
8.703M
-34.39M
Peer Group Low
302.31M
Peer Group High
3 Months
% Rank:
50
-9.673M
Peer Group Low
255.35M
Peer Group High
3 Years
% Rank:
33
-100.02M
Peer Group Low
178.81M
Peer Group High
6 Months
% Rank:
52
-13.97M
Peer Group Low
302.44M
Peer Group High
5 Years
% Rank:
32
-375.13M
Peer Group Low
329.96M
Peer Group High
YTD
% Rank:
51
-2.959M
Peer Group Low
255.35M
Peer Group High
10 Years
% Rank:
40
-696.07M
Peer Group Low
289.06M
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of April 04, 2026.
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.50% |
| Stock | 93.01% |
| Bond | 5.97% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.52% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Agnico Eagle Mines Ltd. | 7.20% | 208.54 | -0.73% |
| Barrick Mining Corp. | 5.82% | 58.04 | -1.11% |
| Enbridge, Inc. | 4.58% | 54.15 | 0.93% |
| Wheaton Precious Metals Corp. | 4.54% | 135.56 | -0.91% |
| Canadian Natural Resources Ltd. | 4.41% | 47.53 | 2.08% |
| TC Energy Corp. | 4.41% | 63.36 | 1.83% |
| Exxon Mobil Corp. | 4.03% | 160.69 | -0.06% |
| Suncor Energy, Inc. | 3.99% | 65.90 | 1.48% |
| Canada CAN 0.0 05/06/2026 FIX CAD Government | 3.32% | 99.81 | 0.01% |
| Kinross Gold Corp. | 3.27% | 43.87 | -1.37% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | No |
| Available for RRSP |
|
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 500.00 None |
| Minimum Subsequent Investment | 25.00 None |
Basic Info
| Investment Strategy | |
| The objective of the fund is to provide long-term growth through capital appreciation by investing primarily in a diversified portfolio of securities of Canadian companies involved in or indirectly dependent on the Canadian natural resource industries. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | Large Cap Value |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Global Peer Group | Equity Theme - Natural Resources |
| Peer Group | Natural Resources Equity |
| Global Macro | Equity Theme |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | CIBC |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (4-2-26) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 10 |
| Stock | |
| Weighted Average PE Ratio | 27.61 |
| Weighted Average Price to Sales Ratio | 7.675 |
| Weighted Average Price to Book Ratio | 4.035 |
| Weighted Median ROE | 14.43% |
| Weighted Median ROA | 8.59% |
| ROI (TTM) | 9.50% |
| Return on Investment (TTM) | 9.50% |
| Earning Yield | 0.0433 |
| LT Debt / Shareholders Equity | 0.4372 |
| Number of Equity Holdings | 9 |
| Bond | |
| Yield to Maturity (2-28-26) | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | 1 |
As of February 28, 2026
Growth Metrics
| EPS Growth (1Y) | 35.44% |
| EPS Growth (3Y) | 20.07% |
| EPS Growth (5Y) | 19.81% |
| Sales Growth (1Y) | 13.48% |
| Sales Growth (3Y) | 5.25% |
| Sales Growth (5Y) | 12.85% |
| Sales per Share Growth (1Y) | 12.88% |
| Sales per Share Growth (3Y) | 4.46% |
| Operating Cash Flow - Growth Rate (3Y) | 9.50% |
As of February 28, 2026
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:ATL8021.TO", "name") |
| Broad Asset Class: =YCI("M:ATL8021.TO", "broad_asset_class") |
| Broad Category: =YCI("M:ATL8021.TO", "broad_category_group") |
| Prospectus Objective: =YCI("M:ATL8021.TO", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |