AWMIX — CIBC Atlas Mid Cap Equity Fund
Data updated: 2026-06-25
AWMIX — CIBC Atlas Mid Cap Equity Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Mid Cap Blend / Core Equity · $669.92M AUM · 0.82% expense ratio · 12.8% 1-yr return. From SEC regulatory filings.
AWMIX Fund Overview
AWMIX — CIBC Atlas Mid Cap Equity Fund is a US mutual fund managed by Advisors' Inner Circle Fund, categorised as United States Mid Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Advisors' Inner Circle Fund
- Category: United States Mid Cap Blend / Core Equity
- Assets under management: $669.92M
- 1-year return: 12.8%
- Ticker: AWMIX
- SEC CIK: 0000878719
- SEC series ID: S000042153
- Share class ID: C000130893
AWMIX Holdings
Top 10 holdings of CIBC Atlas Mid Cap Equity Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Howmet Aerospace Inc. | 4.90% |
| Vertiv Holdings Co. | 3.99% |
| Ross Stores, Inc. | 3.52% |
| Monolithic Power Systems, Inc. | 3.24% |
| Ameriprise Financial, Inc. | 2.80% |
| Marriott International, Inc. | 2.77% |
| Cheniere Energy, Inc. | 2.64% |
| Royal Caribbean Cruises Ltd. | 2.54% |
| Cencora, Inc. | 2.52% |
| Datadog, Inc. | 2.35% |
AWMIX Portfolio Allocation
Asset-class allocation of CIBC Atlas Mid Cap Equity Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 98.4% |
| Cash & Equivalents | 1.7% |
AWMIX Performance
Total returns for AWMIX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 0.9% |
| 1 year | 12.8% |
| 3 years (annualised) | 10.2% |
| 5 years (annualised) | 3.7% |
AWMIX Risk Information
Risk metrics for AWMIX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 13.6%
AWMIX Costs and Fees
AWMIX costs about $82 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.82%
- Gross expense ratio: 0.82%
- Portfolio turnover: 24%
- Brokerage commissions: 1.79 bps of average net assets (SEC N-CEN)
AWMIX Cashflows
Over the 12 months to 2026-04, CIBC Atlas Mid Cap Equity Fund had net outflows of $169.83M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$24.52M |
| 2026-03 | −$15.88M |
| 2026-02 | −$10.66M |
| 2026-01 | −$20.87M |
| 2025-12 | $681.27K |
| 2025-11 | −$36.55M |
AWMIX Debt Constituents
No individual debt constituents are reported in CIBC Atlas Mid Cap Equity Fund's latest SEC N-PORT filing.
AWMIX Prospectus and SEC Filings
Official CIBC Atlas Mid Cap Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Mid Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.