(As of 10/31/2022)

CIBC U.S. Broad Market Index Fund Class A

(U.S. Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2013





Inception Return
(5/6/1991)
8.23 %
YTD Return -13.41 %
NAVPS
(11/25/2022)
$72.33
Change $0.17 / 0.24 %
Growth of $10,000 (As of October 31, 2022)
MER 1.18 %
Assets ($mil) $1,664.18
Rank (1Yr) 782/1527
Std Dev (3Yr) 14.82 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
To provide long-term growth through capital appreciation. The Fund is managed to obtain a return that approximates the performance of the Wilshire 5000 Total Market Index. The Wilshire 5000 Total Market Index is intended to represent the broad U.S. equity market. It is a market value-weighted index of more than 5,000 U.S. securities.
Fund Manager

Canadian Imperial Bank of Commerce

Portfolio Manager

Karl Gauvin, CIBC Asset Management Inc.

Patrick Thillou, CIBC Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of October 31, 2022)
Sector Allocation
(As of October 31, 2022)
Geographic Allocation
(As of October 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Apple IncUS EquityTechnologyUnited States6.14%
Microsoft CorpUS EquityTechnologyUnited States4.11%
Amazon.com IncUS EquityConsumer ServicesUnited States2.52%
BRITISH COLUMBIA PROV OF DISCCash and EquivalentsCash and Cash EquivalentUnited States2.42%
Tesla IncUS EquityConsumer GoodsUnited States2.01%
Alphabet Inc Cl CUS EquityTechnologyUnited States1.40%
Alphabet Inc Cl AUS EquityTechnologyUnited States1.36%
UnitedHealth Group IncUS EquityHealthcareUnited States1.23%
Johnson & JohnsonUS EquityHealthcareUnited States1.11%
Exxon Mobil CorpUS EquityEnergyUnited States1.06%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.47 0.22 -0.51 -13.41 -10.02 9.32 9.40 14.23
Benchmark 7.64 0.19 0.84 -11.40 -5.89 11.56 11.71 16.36
Quartile Ranking 2 2 2 3 3 2 2 2

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 22.12 17.71 22.69 1.35 11.73 8.21 17.25 20.17 41.91 11.31
Benchmark 28.16 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16
Quartile Ranking 3 2 3 2 3 2 2 2 2 2

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