(As of 5/31/2022)

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)
8.30 %
YTD Return -14.71 %
NAVPS
(6/24/2022)
$67.87
Change $1.61 / 2.43 %
Growth of $10,000 (As of May 31, 2022)
MER 1.18 %
Assets ($mil) $2,513.75
Rank (1Yr) 855/1526
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 May 31, 2022)
Sector Allocation
(As of May 31, 2022)
Geographic Allocation
(As of May 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Apple IncUS EquityTechnologyUnited States5.00%
Microsoft CorpUS EquityTechnologyUnited States4.24%
Amazon.com IncUS EquityConsumer ServicesUnited States2.52%
Alphabet Inc Cl CUS EquityTechnologyUnited States1.73%
Tesla IncUS EquityConsumer GoodsUnited States1.55%
Berkshire Hathaway Inc Cl BUS EquityFinancial ServicesUnited States1.47%
Alphabet Inc Cl AUS EquityTechnologyUnited States1.42%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States1.13%
Billets a Terme du Quebec 0.00% 16-Jun-2022Cash and EquivalentsCash and Cash EquivalentUnited States1.02%
British Columbia Province 0.00% 22-Jul-2022Cash and EquivalentsCash and Cash EquivalentCanada1.01%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.01 -7.03 -12.65 -14.71 -1.23 11.24 9.56 14.54
Benchmark -0.94 -5.53 -9.87 -12.96 4.46 13.86 11.92 16.74
Quartile Ranking 3 3 3 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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