At Equity Income Fund Quote
| AWYIX Fund | USD 64.03 0.44 0.68% |
PerformanceGood
| Odds Of DistressLow
|
At Equity is trading at 64.03 as of the 19th of February 2026; that is 0.68 percent down since the beginning of the trading day. The fund's open price was 64.47. At Equity has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of November 2025 and ending today, the 19th of February 2026. Click here to learn more.
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. More on At Equity Income
Moving together with AWYIX Mutual Fund
AWYIX Mutual Fund Highlights
| Fund Concentration | CIBC Private Wealth Management Funds, Large Blend Funds, Large Blend, CIBC Private Wealth Management, Large Blend, Large Growth (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of March 2025 |
| Fiscal Year End | October |
At Equity Income [AWYIX] is traded in USA and was established 19th of February 2026. At Equity is listed under CIBC Private Wealth Management category by Fama And French industry classification. The fund is listed under Large Blend category and is part of CIBC Private Wealth Management family. This fund presently has accumulated 356.76 M in assets under management (AUM) with minimum initial investment of 250 K. At Equity Income is currently producing year-to-date (YTD) return of 2.57% with the current yeild of 0.0%, while the total return for the last 3 years was 13.04%.
Check At Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on AWYIX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding AWYIX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as At Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
At Equity Income Risk Profiles
| Mean Deviation | 0.5165 | |||
| Semi Deviation | 0.6009 | |||
| Standard Deviation | 0.6701 | |||
| Variance | 0.449 |
At Equity Against Markets
AWYIX Mutual Fund Analysis Notes
The fund generated returns of 10.0% over the last ten years. At Equity Income holds 95.73% of assets under management (AUM) in equities. This fund last dividend was 0.06 per share. Large Blend For more info on At Equity Income please contact the company at 855-328-3863.At Equity Income Investment Alerts
| Latest headline from news.google.com: Is Elon Musk Giving Index Funds FOMO - The Wall Street Journal | |
| The fund holds 95.73% of its assets under management (AUM) in equities |
Top At Equity Income Mutual Fund Constituents
| TJX | The TJX Companies | Stock | |
| ABT | Abbott Laboratories | Stock | |
| VICI | VICI Properties | Stock | |
| RHI | Robert Half International | Stock | |
| NEP | Nextera Energy Partners | Stock | |
| MSFT | Microsoft | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| EPD | Enterprise Products Partners | Stock | |
| CME | CME Group | Stock | |
| BX | Blackstone Group | Stock | |
| BDX | Becton Dickinson and | Stock | |
| AMT | American Tower Corp | Stock | |
| AAPL | Apple Inc | Stock | |
| TXN | Texas Instruments Incorporated | Stock | |
| SBUX | Starbucks | Stock | |
| MCHP | Microchip Technology | Stock |
At Equity Outstanding Bonds
At Equity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. At Equity Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most AWYIX bonds can be classified according to their maturity, which is the date when At Equity Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
At Equity Predictive Daily Indicators
At Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of At Equity mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 64.03 | |||
| Day Typical Price | 64.03 | |||
| Price Action Indicator | (0.22) | |||
| Period Momentum Indicator | (0.44) | |||
| Relative Strength Index | 48.88 |
At Equity Forecast Models
At Equity's time-series forecasting models are one of many At Equity's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary At Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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