(As of 8/31/2021)

CIBC U.S. Broad Market Index Fund Class A

(U.S. Equity)



2013


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/6/1991)
8.95 %
YTD Return 17.81 %
NAVPS
(9/24/2021)
$79.32
Change $0.01 / 0.02 %
Growth of $10,000 (As of August 31, 2021)
MER 1.18 %
Assets ($mil) $2,555.79
Rank (1Yr) 975/1830
Std Dev (3Yr) 15.26 %
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 August 31, 2021)
Sector Allocation
(As of August 31, 2021)
Geographic Allocation
(As of August 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Apple IncUS EquityTechnologyUnited States4.98%
Microsoft CorpUS EquityTechnologyUnited States4.48%
Alphabet Inc Cl CUS EquityTechnologyUnited States3.83%
Amazon.com IncUS EquityConsumer ServicesUnited States3.44%
Facebook Inc Cl AUS EquityTechnologyUnited States2.12%
Tesla Motors IncUS EquityConsumer GoodsUnited States1.39%
Berkshire Hathaway Inc Cl BUS EquityFinancial ServicesUnited States1.28%
NVIDIA CorpUS EquityTechnologyUnited States1.10%
JPMorgan Chase & CoUS EquityFinancial ServicesUnited States0.95%
Johnson & JohnsonUS EquityHealthcareUnited States0.90%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.96 11.72 15.08 17.81 26.58 14.92 15.47 17.46
Benchmark 4.32 12.83 18.88 20.48 26.89 16.74 17.13 19.32
Quartile Ranking 2 2 3 3 3 2 2 2

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 17.71 22.69 1.35 11.74 8.21 17.25 20.17 41.91 11.31 3.43
Benchmark 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41
Quartile Ranking 2 3 2 3 2 2 2 2 2 1

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