CIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX)

Fund Assets	1.26B
Expense Ratio	0.71%
Min. Investment	$250,000
Turnover	19.00%
Dividend (ttm)	0.14
Dividend Yield	0.43%
Dividend Growth	-28.27%
Payout Frequency	n/a
Ex-Dividend Date	Dec 30, 2025

Previous Close	32.29
YTD Return	6.74%
1-Year Return	9.29%
5-Year Return	39.68%
52-Week Low	27.08
52-Week High	35.05
Beta (5Y)	0.95
Holdings	68
Inception Date	Dec 1, 2005

About AWEIX

CIBC Atlas Disciplined Equity Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation, with a secondary emphasis on current income. The fund primarily invests in equity securities, allocating at least 80% of its net assets to stocks from both U.S. and international companies. Up to 25% of its assets may be dedicated to foreign securities, allowing for broad global diversification within the portfolio. Geared toward institutional investors, the fund follows a disciplined investment approach aimed at delivering consistent performance across varying market cycles. Managed by CIBC Private Wealth Advisors, the fund forms part of the broader CIBC Atlas family, which offers a range of equity and income-focused investment strategies. The Institutional Class targets large accounts with a relatively high minimum investment, reflecting its focus on professional asset management and sophisticated investment mandates. Its blend of domestic and international equities positions it as a core holding for institutions seeking diversified equity exposure with a disciplined, research-driven process.

• Fund Family: CIBC Private Wealth Management
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: AWEIX
• Share Class: Institutional Class Shares
• Index: S&P 500 TR

Performance

AWEIX had a total return of 9.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.93%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VPMAX	Vanguard	Vanguard PRIMECAP Adm	0.28%
VGIAX	Vanguard	Vanguard Growth & Income Adm	0.28%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
AWEVX	Investor Class Shares	1.11%

Top 10 Holdings

45.54% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.81%
Apple Inc.	AAPL	7.01%
Alphabet Inc.	GOOGL	6.75%
Microsoft Corporation	MSFT	6.66%
Amazon.com, Inc.	AMZN	5.34%
Visa Inc.	V	2.96%
Broadcom Inc.	AVGO	2.60%
Meta Platforms, Inc.	META	2.47%
JPMorgan Chase & Co.	JPM	2.04%
Micron Technology, Inc.	MU	1.91%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2025	$0.1393	Dec 31, 2025
Dec 30, 2024	$0.1942	Dec 31, 2024
Dec 23, 2024	$1.7942	Dec 24, 2024
Dec 28, 2023	$0.2452	Dec 29, 2023
Dec 21, 2023	$1.0654	Dec 22, 2023
Dec 29, 2022	$0.2221	Dec 30, 2022

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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