CIBC US Broad Market Index Premium (CIB589)
37.34
+0.52 (+1.41%)
CAD |
May 13
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.39% | 2.174B | 1.33% | 2.58% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 186.46M | 26.21% | Upgrade | 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 | Morningstar US Market GR CAD |
| 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 | 15.69 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
12
186.46M
-1.133B
Category Low
1.819B
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 Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
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Category Low
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Category High
10 Years
% Rank:
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Category Low
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Category High
As of April 30, 2021
Performance Versus Category
As of May 12, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of May 12, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
Apple Inc
|
5.80% | -- | -- |
| Microsoft Corp | 4.30% | 242.87 | 1.62% |
|
Amazon.com Inc
|
3.86% | -- | -- |
|
Alphabet Inc Class C
|
3.09% | -- | -- |
| Facebook Inc A | 1.79% | 304.95 | 0.79% |
|
Tesla Inc
|
1.73% | -- | -- |
|
United States S&P 500 Mini Index Future, March 2021
|
1.40% | -- | -- |
|
Berkshire Hathaway Inc Class B
|
1.36% | -- | -- |
|
Johnson & Johnson
|
1.05% | -- | -- |
|
JPMorgan Chase & Co
|
1.01% | -- | -- |
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 | Morningstar US Market GR CAD |
| 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 | 15.69 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (5-12-21) | 1.33% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield (12-18-20) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 26.85 |
| 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 January 31, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 11/21/2011 |
| Last Annual Report Date | 12/31/2020 |
| 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 |