CIBC US Broad Market Index Premium (CIB589)
36.14
-1.32 (-3.52%)
CAD |
May 18 2022
Returns Chart
Key Stats
Customize
Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
0.42% | 2.516B | 1.88% | 7.32% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
253.97M | -1.66% | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The fund seeks 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 | Morningstar US Market GR CAD |
Prospectus Objective | -- |
Fund Owner Firm Name | Canadian Imperial Bank of Commerce |
Prospectus Benchmark Index | |
Wilshire 5000 Total Mkt TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Patrick Thillou | 16.69 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
8
253.97M
-571.71M
Category Low
2.838B
Category High
3 Months
% Rank:
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Category Low
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Category High
3 Years
% Rank:
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Category High
6 Months
% Rank:
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Category High
5 Years
% Rank:
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Category High
YTD
% Rank:
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10 Years
% Rank:
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As of April 30, 2022
Performance Versus Category
As of May 18, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 18, 2022.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Apple Inc | 5.52% | 136.88 | -2.80% |
Microsoft Corp | 4.54% | 252.65 | -0.56% |
United States S&P 500 E-Mini Index Future, March 2022
|
3.58% | -- | -- |
Amazon.com Inc | 2.95% | 2154.58 | 0.58% |
Alphabet Inc Class C | 1.93% | 2215.60 | -1.44% |
Tesla Inc | 1.80% | 707.66 | -0.30% |
Meta Platforms Inc Class A | 1.72% | 191.65 | -0.31% |
Alphabet Inc Class A | 1.58% | 2207.40 | -1.37% |
Berkshire Hathaway Inc Class B | 1.36% | 303.00 | -1.19% |
NVIDIA Corp | 1.19% | 172.22 | 1.68% |
Basic Info
Investment Strategy | |
The fund seeks 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 | Morningstar US Market GR CAD |
Prospectus Objective | -- |
Fund Owner Firm Name | Canadian Imperial Bank of Commerce |
Prospectus Benchmark Index | |
Wilshire 5000 Total Mkt TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Patrick Thillou | 16.69 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (5-18-22) | 1.88% |
30-Day SEC Yield | -- |
7-Day SEC Yield (12-17-21) | Upgrade |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 0.0528 |
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 April 30, 2022
Growth Estimates
Fund Details
Key Dates | |
Inception Date | 11/21/2011 |
Last Annual Report Date | 12/31/2021 |
Last Prospectus Date | -- |
Share Classes | |
CIB258 | Fee-based Advice |
CIB259 | -- |
CIB315 | Fee-based Advice |
CIB322 | -- |
CIB484 | Commission-based Advice |
CIB597 | -- |
CIB884 | -- |
Attributes | |
Enhanced Index Fund | No |
Index Fund |
|
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 |