At Equity Financials
| AWYIX Fund | USD 64.36 0.22 0.34% |
AWYIX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
At Equity Fund Summary
At Equity competes with Touchstone Ultra, Nationwide Highmark, Maryland Short-term, Goldman Sachs, and Siit Ultra. The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30 percent of its net assets in securities of foreign issuers. It may invest up to 25 percent of its net assets in securities of foreign issuers located in emerging markets.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00769G1546 |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | CIBC Private Wealth Management |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 328 3863 |
| Currency | USD - US Dollar |
At Equity Key Financial Ratios
AWYIX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining At Equity's current stock value. Our valuation model uses many indicators to compare At Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across At Equity competition to find correlations between indicators driving At Equity's intrinsic value. More Info.At Equity Income is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,007 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the At Equity's earnings, one of the primary drivers of an investment's value.At Equity February 9, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of At Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of At Equity Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of At Equity Income based on widely used predictive technical indicators. In general, we focus on analyzing AWYIX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build At Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7392 | |||
| Information Ratio | 0.0049 | |||
| Maximum Drawdown | 3.05 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.02 |
Other Information on Investing in AWYIX Mutual Fund
At Equity financial ratios help investors to determine whether AWYIX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in AWYIX with respect to the benefits of owning At Equity security.
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