Returns Chart

Key Stats

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Basic Info

Investment Strategy
To provide long-term growth through capital appreciation. The Fund is managed to obtain a return that approximates the performance of the Wilshire 5000 Total Market Index. The Wilshire 5000 Total Market Index is intended to represent the broad U.S. equity market. It is a market value-weighted index of more than 5,000 U.S. securities.
General
Security Type Mutual Fund
Oldest Share Symbol CIB484
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name US Equity
Category Index --
Prospectus Objective --
Fund Owner Firm Name Canadian Imperial Bank of Commerce
Prospectus Benchmark Index
Wilshire 5000 Total Market TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Patrick Thillou 15.78 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 10
206.18M
-980.39M Category Low
1.888B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of May 31, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
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--
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As of June 17, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
--
--
--
--
--
--
--
8.94%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
18.50%
--
--
--
--
--
--
--
9.33%
--
2.83%
9.45%
19.47%
2.66%
18.31%
15.15%
9.07%
18.20%
10.78%
9.81%
24.73%
-12.72%
33.29%
21.13%
13.92%
21.10%
20.94%
8.19%
7.02%
1.83%
21.37%
19.32%
9.58%
As of June 17, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (6-17-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield (12-18-20) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 0.0404
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of May 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of May 31, 2021

Asset Allocation

As of May 31, 2021.
Type % Net % Long % Short
Cash 0.06% Upgrade Upgrade
Stock 99.88% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.07% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Apple Inc 4.68% 130.24 -1.18%
Microsoft Corp
4.00% -- --
Amazon.com Inc
3.52% -- --
Alphabet Inc Class C
3.13% -- --
United States S&P 500 Mini Index Future, March 2021
2.03% -- --
Facebook Inc A
1.67% -- --
Tesla Inc
1.45% -- --
Berkshire Hathaway Inc Class B
1.28% -- --
JPMorgan Chase & Co
1.02% -- --
Johnson & Johnson
0.95% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee Upgrade
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
To provide long-term growth through capital appreciation. The Fund is managed to obtain a return that approximates the performance of the Wilshire 5000 Total Market Index. The Wilshire 5000 Total Market Index is intended to represent the broad U.S. equity market. It is a market value-weighted index of more than 5,000 U.S. securities.
General
Security Type Mutual Fund
Oldest Share Symbol CIB484
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name US Equity
Category Index --
Prospectus Objective --
Fund Owner Firm Name Canadian Imperial Bank of Commerce
Prospectus Benchmark Index
Wilshire 5000 Total Market TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Patrick Thillou 15.78 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (6-17-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield (12-18-20) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 0.0404
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of May 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of May 31, 2021

Fund Details

Key Dates
Inception Date 7/6/2020
Last Annual Report Date 12/31/2020
Last Prospectus Date --
Share Classes
CIB259 --
CIB315 Fee-based Advice
CIB322 --
CIB484 Commission-based Advice
CIB589 Commission-based Advice
CIB597 --
CIB884 --
Attributes
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No