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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6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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YTD
% Rank:
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Category Low
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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 |