AWMVX — CIBC Atlas Mid Cap Equity Fund
Data updated: 2026-09-29
AWMVX — CIBC Atlas Mid Cap Equity Fund. United States Mid Cap Blend / Core Equity · $673.59M AUM. Holdings, fees, performance and SEC filings.
AWMVX Fund Overview
AWMVX — 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: $673.59M
- Ticker: AWMVX
- SEC CIK: 0000878719
- SEC series ID: S000042153
- Share class ID: C000130894
AWMVX Investment Objective and Strategy
CIBC Atlas Mid Cap Equity Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Advisors' Inner Circle Fund.
Investment objective
"The AT Mid Cap Equity Fund (the ""Fund"") seeks long-term capital appreciation."
Principal investment strategy
"Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-capitalization companies. This investment policy may be changed by the Fund upon 60 days' prior written notice to shareholders. For purposes of this policy, a mid-capitalization company is a company with a market capitalization of between $2 billion and $20 billion at the time of initial purchase. While the Fund expects to invest primarily in common stock, it may also invest in other equity securities, including preferred stock, convertible securities and American Depositary Receipts (""ADRs""). The Fund may invest up to 25% of its net assets in foreign securities, including ADRs. In selecting securities for the Fund, the Adviser utilizes a bottom-up, fundamental selection process that focuses on identifying companies across various sectors that can deliver consistently strong earnings growth, free cash flow growth and above average return on equity.
The Adviser looks for a proven history of growth in the companies in which the Fund invests, because the Adviser believes that it is indicative of the value of the company's underlying franchise or market position, and companies with such a history typically have a proprietary product or business approach that allows them to be leaders within their respective industries. The Fund intends to buy and hold securities of companies for the long-term, and seeks to limit portfolio turnover. The Fund may sell a security, however, when a company's fundamental business prospects or ability to generate cash deteriorates, its capitalization exceeds the upper range of capitalizations of companies in the Fund's benchmark index, its management becomes less stable or it becomes overvalued, or when more attractive alternatives exist."
AWMVX 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 |
|---|---|
| Datadog, Inc. | 4.60% |
| Royal Caribbean Cruises Ltd. | 2.94% |
| Monolithic Power Systems, Inc. | 2.76% |
| Howmet Aerospace Inc. | 2.49% |
| Cencora, Inc. | 2.46% |
| Cheniere Energy, Inc. | 2.45% |
| Cloudflare, Inc. | 2.42% |
| Snowflake Inc. | 2.41% |
| Emcor Group, Inc. | 2.29% |
| Dexcom, Inc. | 2.27% |
AWMVX 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 | 98.1% |
| Cash & Equivalents | 0.7% |
AWMVX Performance
Total returns for AWMVX (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 5.0% |
| 1 year | 4.8% |
| 3 years (annualised) | 8.4% |
| 5 years (annualised) | 3.3% |
AWMVX Risk Information
Risk metrics for AWMVX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 12.4%
AWMVX Costs and Fees
AWMVX costs about $122 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.22%
- Gross expense ratio: 1.22%
- Portfolio turnover: 24%
- Brokerage commissions: 1.79 bps of average net assets (SEC N-CEN)
AWMVX 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 |
AWMVX Debt Constituents
No individual debt constituents are reported in CIBC Atlas Mid Cap Equity Fund's latest SEC N-PORT filing.
AWMVX Prospectus and SEC Filings
Official CIBC Atlas Mid Cap Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2025-02-28
- Prospectus (485BPOS) — filed 2024-02-28
- Prospectus supplement (497) — filed 2026-03-05
- Portfolio holdings (N-PORT) — filed 2026-09-29
- Portfolio holdings (N-PORT) — filed 2026-06-25
- Portfolio holdings (N-PORT) — filed 2026-03-27
- Annual census (N-CEN) — filed 2026-01-14
- Annual census (N-CEN) — filed 2025-01-13
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.