CIBC Atlas Equity Income Fund Institutional (AWYIX)
63.96
+0.07
(+0.11%)
USD |
Dec 05 2025
AWYIX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.71% |
| Stock | 91.53% |
| Bond | 0.43% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 7.33% |
Market Capitalization
As of July 31, 2025
| Large | 74.76% |
| Mid | 21.08% |
| Small | 4.16% |
Region Exposure
| Americas | 95.63% |
|---|---|
|
North America
|
93.00% |
| Canada | 2.90% |
| United States | 90.11% |
|
Latin America
|
2.63% |
As of July 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.57% |
|---|---|
| United Kingdom | 2.70% |
|
Europe Developed
|
0.88% |
| Ireland | 0.88% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.80% |
|---|
Stock Sector Exposure
| Cyclical |
|
38.34% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
3.56% |
| Financials |
|
25.82% |
| Real Estate |
|
8.95% |
| Sensitive |
|
39.07% |
| Communication Services |
|
0.96% |
| Energy |
|
3.34% |
| Industrials |
|
17.02% |
| Information Technology |
|
17.74% |
| Defensive |
|
21.36% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
19.08% |
| Utilities |
|
2.28% |
| Not Classified |
|
1.23% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
1.23% |
As of July 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |