(As of 6/30/2021)

CIBC U.S. Broad Market Index Fund Class A

(U.S. Equity)



2013


FundGrade A+® Rating recipient
For more information about
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Inception Return
(5/6/1991)
8.79 %
YTD Return 11.00 %
NAVPS
(7/29/2021)
$77.39
Change ($0.19) / -0.25 %
Growth of $10,000 (As of June 30, 2021)
MER 1.18 %
Assets ($mil) $2,370.76
Rank (1Yr) 733/1807
Std Dev (3Yr) 15.25 %
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.
Management Co.
Canadian Imperial Bank of Commerce
Managers
  • Karl Gauvin, CIBC Asset Management Inc.
  • Patrick Thillou, CIBC Asset Management Inc.
 
Asset Allocation
(As of June 30, 2021)
Sector Allocation
(As of June 30, 2021)
Geographic Allocation
(As of June 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Apple IncUS EquityTechnologyUnited States4.49%
Microsoft CorpUS EquityTechnologyUnited States3.95%
Amazon.com IncUS EquityConsumer ServicesUnited States3.33%
Alphabet Inc Cl CUS EquityTechnologyUnited States3.27%
Facebook Inc Cl AUS EquityTechnologyUnited States1.91%
Berkshire Hathaway Inc Cl BUS EquityFinancial ServicesUnited States1.26%
Tesla Motors IncUS EquityConsumer GoodsUnited States1.24%
Billets a Terme du Quebec 0.00% 09-Aug-2021Cash and EquivalentsCash and Cash EquivalentUnited States1.05%
NVIDIA CorpUS EquityTechnologyUnited States0.95%
British Columbia Province 0.00% 17-Aug-2021Cash and EquivalentsCash and Cash EquivalentCanada0.93%

Performance Data (As of June 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.26 6.51 11.00 11.00 29.79 14.86 15.36 15.99
Benchmark 5.06 6.99 12.19 12.19 28.05 16.30 16.68 17.76
Quartile Ranking 2 3 3 3 2 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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