(As of 5/31/2025)

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)
8.89 %
YTD Return -4.45 %
NAVPS
(6/30/2025)
$111.18
Change ($0.10) / -0.09 %
Growth of $10,000 (As of May 31, 2025)
MER 1.18 %
Assets ($mil) $2,583.86
Rank (1Yr) 407/1274
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
-
 
Asset Allocation
(As of May 31, 2025)
Sector Allocation
(As of May 31, 2025)
Geographic Allocation
(As of May 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States5.70%
NVIDIA CorpUS EquityTechnologyUnited States5.47%
Apple IncUS EquityTechnologyUnited States5.01%
Amazon.com IncUS EquityConsumer ServicesUnited States3.61%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States2.36%
Broadcom IncUS EquityTechnologyUnited States1.89%
Tesla IncUS EquityConsumer GoodsUnited States1.86%
Alphabet Inc Cl AUS EquityTechnologyUnited States1.67%
Alphabet Inc Cl CUS EquityTechnologyUnited States1.59%
Walmart IncUS EquityConsumer ServicesUnited States1.32%

Performance Data (As of May 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.81 -5.93 -5.04 -4.45 12.60 15.26 13.45 11.63
Benchmark 5.88 -5.07 -3.12 -3.37 14.53 17.67 15.90 14.00
Quartile Ranking 2 3 3 3 2 2 2 2

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 32.75 21.77 -15.45 22.12 17.71 22.69 1.35 11.73 8.21 17.25
Benchmark 36.01 23.32 -12.52 28.16 16.07 25.18 3.98 13.80 8.65 20.77
Quartile Ranking 2 2 2 3 2 3 2 3 2 2

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