CIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX) Research
The fund commits a minimum of 80% of its net assets, including any capital borrowed for investment purposes, to equity securities and instruments that share similar economic traits. While primarily focusing on equity securities issued by both U.S. and international companies, the fund limits its foreign securities holdings to a maximum of 25% of its net assets. It has the flexibility to invest in companies of all market capitalization sizes; however, a significant portion of its portfolio typically comprises large-capitalization issuers.
Market snapshot
- Symbol
- AWEIX
- Price
- $31.02
- Day change
- +1.04%
- Market cap
- $1.5B
- 52-week range
- 27.08-35.05
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Emerging Markets Fund - I Class (AMKIX)
- Baron Opportunity Fund Inst Shs (BIOIX)
- FAM Value Fund Investor Class (FAMVX)
- Goldman Sachs Mid Cap Value Fund Class A (GCMAX)
- Virtus Silvant Focused Growth Fund Instl (PGFIX)
- Virtus Silvant Focused Growth Fund CL A (PGWAX)
- SEI Institutional International Trust Emerging Markets Equity Fund Class Y (SEQFX)
- ClearBridge Mid Cap Fund Class I (SMBYX)
Open CIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.