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CIBC Asset Management Inc – MUTUAL:ATL1519 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
18.80 CAD0.22 (+1.19%)15.22 - 18.84--

Market data as of 12:00AM 03/27/15. Quotes are delayed by at least 15 min.

Overview - MUTUAL:ATL1519

To seek long-term growth through capital appreciation by investing primarily in a diversified portfolio of equity securities or securities convertible to equity securities of companies in the Asian and Pacific regions.

Growth of $10,000 (10 Years)

Total Return2.57%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure1 Years
Fund Inception01/02/1990

Trailing Total Returns - MUTUAL:ATL1519

as of 02/28/2015
TimeframeMUTUAL:ATL1519S&P 500Asia Pacific Equity
1 Month2.11%5.75%2.34%
3 Month13.85%2.31%12.28%
1 Year4.95%15.51%18.60%
3 Year7.06%18.00%13.19%
5 Year2.19%16.18%8.46%
10 Year1.58%7.99%4.92%
Since Inception2.57%10.71%--

Sector Allocation - MUTUAL:ATL1519

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - MUTUAL:ATL1519

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$2.46M
Total Stock Holdings99
Total Bond Holdings0

Top Ten Holdings - MUTUAL:ATL1519

as of 02/28/2015
CompanyYTD Return% of Assets
Toyota Motor Corp8.57%3.85%
Mitsubishi UFJ Financial Group Inc17.71%3.39%
Samsung Electronics Co Ltd9.09%3.26%
Hoya Corp0.00%3.12%
Fujitsu Ltd1.33%2.95%
SOFTBANK Corp3.41%2.76%
Taiwan Semiconductor Manufacturing Co Ltd--2.72%
Mizuho Financial Group Inc7.07%2.38%
Orix Corp7.63%2.37%
Pigeon Corporation3.29%2.27%

Valuation & Growth - MUTUAL:ATL1519

as of 02/28/2015
ValuationMUTUAL:ATL1519Category Range
Price/Cash Flow8.08
Dividend Yield1.91
LT Earnings10.16
Historical Earnings15.34
Sales Growth4.17
Cash-Flow Growth7.69
Book-Value Growth10.56
Key:  Lo 

Morningstar Summary - MUTUAL:ATL1519, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - MUTUAL:ATL1519, 3 Year Avg

Pretax Return7.06%
Tax-adjusted Return7.06%
Tax Cost Ratio0.00%
Potential Cap Gains--

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