Cibc Atlas All Fund Fundamentals
| AWGIX Fund | USD 44.77 0.11 0.25% |
Cibc Atlas All fundamentals help investors to digest information that contributes to Cibc Atlas' financial success or failures. It also enables traders to predict the movement of Cibc Mutual Fund. The fundamental analysis module provides a way to measure Cibc Atlas' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Cibc Atlas mutual fund.
Cibc |
Cibc Atlas All Mutual Fund Ten Year Return Analysis
Cibc Atlas' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Cibc Atlas Ten Year Return | 13.45 % |
Most of Cibc Atlas' fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Cibc Atlas All is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Cibc Atlas All has a Ten Year Return of 13.45%. This is much higher than that of the CIBC Private Wealth Management family and significantly higher than that of the Large Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Cibc Atlas All Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cibc Atlas's current stock value. Our valuation model uses many indicators to compare Cibc Atlas value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cibc Atlas competition to find correlations between indicators driving Cibc Atlas's intrinsic value. More Info.Cibc Atlas All is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.33 of One Year Return per Year To Date Return. 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 Cibc Atlas' earnings, one of the primary drivers of an investment's value.Cibc Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cibc Atlas' direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Cibc Atlas could also be used in its relative valuation, which is a method of valuing Cibc Atlas by comparing valuation metrics of similar companies.Cibc Atlas is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Cibc Atlas
The fund consists of 98.69% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Cibc Atlas' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Cibc Fundamentals
| Year To Date Return | 29.17 % | ||||
| One Year Return | 38.65 % | ||||
| Three Year Return | 6.85 % | ||||
| Five Year Return | 15.80 % | ||||
| Ten Year Return | 13.45 % | ||||
| Net Asset | 203.91 M | ||||
| Minimum Initial Investment | 250 K | ||||
| Cash Position Weight | 1.31 % | ||||
| Equity Positions Weight | 98.69 % |
About Cibc Atlas Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Cibc Atlas All's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cibc Atlas using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cibc Atlas All based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies without regard to market capitalizations. The funds investment strategy focuses on identifying stocks within multiple industry groups. It may invest up to 100 percent 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 percent of its net assets in securities of foreign issuers. The fund may invest up to 25 percent of its net assets in securities of foreign issuers located in emerging markets.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Cibc Mutual Fund
Cibc Atlas financial ratios help investors to determine whether Cibc 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 Cibc with respect to the benefits of owning Cibc Atlas security.
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