CIBC Atlas Equity Income Institutional (AWYIX)
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CIBC Atlas Equity Income Institutional
Oaks PA
One Freedom Valley Drive
Advisors Inner Circle Fund
855-842-3863
Management information
Gordon C. Scott,Lead manager since 30 July 2014
Mr. Scott has been associated with the Adviser and/or its affiliates since 2017 and joined the Predecessor Adviser in 2014. Prior to 2014, Mr. Scott worked for nine years at Rail-Splitter Capital Management, most recently as a Principal overseeing the firm’s investments in services, industrials and financials. Mr. Scott is also a trustee of the Northfield (IL) Police Pension Fund, a director of the Northfield Parks Foundation and a director of the Northfield Educational Foundation Fund.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyCIBC Private Wealth Management
Net assets326.67M
YTD return11.05%
Yield1.40%
Morningstar rating★★★
Inception date29 Apr 2010
Fund operations
Last dividend0.36
Last cap gain19.00
Holdings turnover27.00%
Average for categoryN/A
Fees and expenses
ExpenseAWYIXCategory average
Annual report expense ratio (net)0.90%0.78%
Prospectus net expense ratio0.90%N/A
Prospectus gross expense ratio0.90%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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