Fund Evaluator:
CIBC Atlas All Cap Growth Institutional (AWGIX)
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Best Performing in Large Growth Over the Last Year
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Fund Details
CIBC Atlas All Cap Growth Institutional Overview
CIBC Atlas All Cap Growth Institutional (AWGIX) is an actively managed U.S. Equity Large Growth fund. CIBC Private Wealth Management launched the fund in 2007.
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies without regard to market capitalizations. The fund's investment strategy focuses on identifying stocks within multiple industry groups. It may invest up to 100% of its net assets in common stocks, and may also invest in preferred stocks, of U.S. companies. Additionally, the fund may invest up to 30% of its net assets in securities of "foreign issuers." The fund may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.
About CIBC Atlas All Cap Growth Institutional (AWGIX)
There are 1 members of the management team with an average tenure of 0.08 years: Sandy Sanders (2026). Management tenure is more important for actively managed funds than passive index funds.
The fund has 2 primary benchmarks: Russell 3000 TR USD index with a weighting of 100% and Russell 3000 Growth TR USD index with a weighting of 100%. CIBC Atlas All Cap Growth Institutional has 32 securities in its portfolio. The top 10 holdings constitute 56.3% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
CIBC Atlas All Cap Growth Institutional is part of the Equity global asset class and is within the U.S. Equity fund group. CIBC Atlas All Cap Growth Institutional has 6.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 92.2%. There is 6.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). CIBC Atlas All Cap Growth Institutional has 1.8% of the portfolio in cash.
Assets Under Management
The fund has $311 million in total assets, which is below the $2 billion average for the Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
AWGIX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The CIBC Atlas All Cap Growth Institutional expense ratio is high compared to funds in the Large Growth category. CIBC Atlas All Cap Growth Institutional has an expense ratio of 0.91%, which is 5% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. CIBC Atlas All Cap Growth Institutional has a portfolio turnover rate of 70%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 54% for the Large Growth category.
Recently, in the month of June 2026, CIBC Atlas All Cap Growth Institutional returned 1.4%, which earned it a grade of A, as the Large Growth category had an average return of -1.3%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
CIBC Atlas All Cap Growth Institutional has a trailing yield of 0.13%, which is above the 0.06% category average. The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
CIBC Atlas All Cap Growth Institutional Grades
Year to date, the fund has returned 10.2%, 3.1 percentage points better than the category, which translates into a grade of B. The fund has returned 7.6% over the past year (grade of F), 16.9% over the past three years (grade of F) and 8.9% per year over the past five years (grade of D) and 15.1% per year over the past 10 years (grade of D).
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AWGIX Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| AWGIX Return (NAV) | 1.4% | 20.8% | 7.6% | 16.9% | 8.9% | 15.1% |
| AWGIX Grade | A | B | F | F | D | D |
| +/- Category | 2.7% | 2.9% | -8.3% | -3.8% | -1.0% | -1.3% |
| Large Growth Avg | -1.3% | 17.8% | 15.9% | 20.7% | 10.0% | 16.4% |
| AWGIX Tax Cost Ratio | na | na | 1.3% | 1.4% | 1.6% | 2.0% |
AWGIX Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| AWGIX Return (NAV) | 10.2% | 6.2% | 21.4% | 35.4% | -29.7% | 25.2% | 29.8% | 36.0% | 2.4% | 32.1% | -0.5% |
| AWGIX Grade | B | F | F | D | B | B | F | B | A | B | F |
| +/- Category | 3.1% | -9.6% | -8.2% | -3.3% | 2.3% | 4.7% | -12.3% | 2.8% | 3.2% | 2.2% | -3.2% |
| Large Growth Avg | 7.1% | 15.7% | 29.6% | 38.8% | -32.0% | 20.5% | 42.0% | 33.2% | -0.7% | 29.8% | 2.8% |
| Risk Measures | |
| Standard Deviation: | 17.9% |
| Total Risk Index: | 1.47 - High |
| Category Risk Index: | 1.03 - Above Average |
| Category Risk Grade: | D (72% Rank) |
| Beta: | 1.27 |
| R-Squared: | 86% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Growth |
| Bond Investment Style: | na |
| Yield: | 0.1% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $311 Mil |
| Fund Total Assets: | $ 312 Mil |
| Share Class Type: | Inst |
| Portfolio Turnover: | 70% |
Management Team
| Number of Managers: 1 | |||
| Longest Tenure: 0.1 years | |||
| Average Tenure: 0.1 years | |||
| Managers (Year): Sanders Sandy (2026) | |||
Portfolio Composition (as of 4/30/26)
| # of Holdings: | 32 |
| % in Top 10 Holdings: | 56.3% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 6.0% |
Portfolio Allocation |
|
| Domestic Stock: | 92.2% |
| Foreign Stock: | 6.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.8% |
Purchase Information
| Fund Family: | CIBC Private Wealth Management |
| Phone Number: | 855-328-3863 |
| Website: | www.hamlinfunds.com |
| Status: | Open |
| Inception Date: | September 28, 2007 |
| Min. Initial Purchase: | $250,000 |
| Min. Initial IRA Purchase: | $250,000 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.91% ( Rating : High ) |
| Category Average Expense Ratio (%): | 0.96% |
| Share Class: | CIBC Atlas All Cap Growth Institutional |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
