CIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX)

Overview

The fund is designed for investors looking to diversify their portfolios by investing in a mix of equity securities across various market capitalizations and geographic locations. With a strategy that allocates at least 80% of its net assets to equity securities and similar instruments, the fund emphasizes investments in both U.S. and foreign issuers. The flexibility to invest up to 25% in foreign securities broadens the geographical diversity of its portfolio. The emphasis on large-capitalization issuers does not preclude investments in companies of all sizes, offering a balanced approach to potential growth and stability.

Products and Services

• Equity Securities Investment

  The fund primarily invests in equity securities of U.S. and foreign issuers. This includes, but is not limited to, common stocks, preferred stocks, and securities convertible into stocks. The focus is on entities that demonstrate the potential for growth and profitability, across a broad spectrum of sectors and industries. By maintaining a diversified portfolio of equity securities, the fund seeks to capitalize on market gains while mitigating specific risks associated with individual stocks.

• Investment in Foreign Securities

  Allocating up to 25% of its net assets to foreign securities, the fund offers investors exposure to the international markets. This investment strategy encompasses equities listed on foreign exchanges as well as American Depository Receipts (ADRs) and Global Depository Receipts (GDRs), which represent shares in foreign companies. This diversification can reduce risk by spreading investments across different economies and can provide growth opportunities in emerging and developed markets outside of the U.S.

• Large-Capitalization Focus

  While the fund invests in issuers of all capitalization sizes, there is a substantial focus on large-capitalization issuers. Large-cap companies are generally considered to be more stable and less risky than smaller companies. The fund seeks to strike a balance between achieving potentially higher returns associated with smaller caps and the stability offered by investing in large caps. This strategic focus aims to provide a foundation of financial strength and reliability within the fund's portfolio.