CIBC Atlas Disciplined Equity Fund Institutional Class
AWEIX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1 Freedom Valley Drive Oaks PA United States of America 19087
- IPO Date
- Dec 1, 2005
- CIK
- 0000878719
- Website
- private-wealth.us.cibc.com
- Similar Companies
- Business
- CIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX) is an open-end mutual fund that seeks long-term capital appreciation and, secondarily, current income through a disciplined equity investment strategy. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments with economic characteristics similar to equity securities of U.S. and foreign issuers; it may allocate up to 25% of net assets to foreign securities and targets issuers across all capitalization sizes, with a substantial focus on large-capitalization companies in the large blend category. The fund is part of the CIBC Atlas Funds family, managed by CIBC Private Wealth Advisors, Inc., a subsidiary of CIBC Private Wealth Management, headquartered in Atlanta, Georgia, with inception on December 1, 2005, and distributed by SEI Investments Distribution Co. As a series of the Advisors Inner Circle Fund, AWEIX features a minimum initial investment of $250,000 for institutional shares, holds approximately 64 securities with a portfolio turnover of 14%, and maintains total net assets of around $1.8 billion as of recent data; its net expense ratio stands at 0.72%, competitive within the large blend peer average of 0.73%. The fund emphasizes broad U.S. equity market exposure, primarily in large-cap blend stocks representative of overall market size, growth rates, and pricing dynamics akin to the S&P 500 Index. Operated within the asset management segment targeting institutional and high-net-worth U.S. investors, the fund benefits from CIBC Private Wealth Management's nationwide presence across offices in cities including Chicago, New York, San Francisco, Boston, and Dallas. It forms one of several strategies in the CIBC Atlas Funds lineup, alongside siblings such as CIBC Atlas Income Opportunities Fund (AWIIX), Mid Cap Equity Fund (AWMIX), All Cap Growth Fund (AWGIX), Equity Income Fund (AWYIX), and International Growth Fund (AWWIX). Recent developments include sustained portfolio management stability, with key managers Patricia Bannan (since June 2010), Brant Houston (since April 2013), and James Farrell (since March 2022) overseeing the strategy amid a focus on macro opportunities and company fundamentals changes. The fund has maintained its institutional share class availability with a $250,000 minimum, while demonstrating resilient performance, including a year-to-date return of 11.13% as of October 31, 2025, and assets under management holding steady near $1.8 billion into late 2025. No major acquisitions, funding rounds, or strategic alliances specific to AWEIX were reported in the last 1-2 years, reflecting continuity in its disciplined large blend approach.