9 important things you should know about CIBC Private Wealth Management AWEIX mutual fund
Updated: November 29, 2021
Bull case
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
15-year return above the benchmark
No sales load or distribution fees
Bear case
High expense ratio

Before we start: if you’re looking for AWEIX “stock” price, you can quickly find it out by visiting Finny and typing "AWEIX quote". If you’re looking for a quick scoop on AWEIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AWEIX". You’ll get all this info in one place.

Are you looking to buy or sell AWEIX? Or perhaps you’re looking for AWEIX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AWEIX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AWEIX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AWEIX buy or sell; the pros and cons of investing in AWEIX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AWEIX.

And here is the list of questions we’ll answer:

  1. Describe Advisors' Inner Circle Fund: AT Disciplined Equity Fund; Institutional Class Shares (AWEIX).
  2. What are AWEIX holdings?
  3. What is AWEIX performance? What are AWEIX historical returns?
  4. What is AWEIX dividend yield?
  5. What is AWEIX minimum initial investment amount?
  6. Does AWEIX have any sales loads or 12b-1 distribution expenses?
  7. What is AWEIX Finny Score? AWEIX buy or sell?
  8. What are the pros of investing in AWEIX? What are AWEIX buy reasons?
  9. What are the cons of investing in AWEIX? What are AWEIX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Advisors' Inner Circle Fund: AT Disciplined Equity Fund; Institutional Class Shares (AWEIX).

The Fund seeks to provide long-term capital appreciation and current income. The Fund intends to invest primarily in a diversified portfolio of common stocks of publicly-traded, U.S. companies. The Fund may also invest in debt securities, including lower quality debt securities.

2. What are AWEIX top holdings?

AWEIX has 58 stock holdings and 0 bond holdings.

The top 10 holdings represent 37.02% of total assets. Here are the top holdings:

Name Symbol % Assets
Amazon.com Inc AMZN 7.42%
Microsoft Corp MSFT 6.23%
Apple Inc AAPL 4.26%
Visa Inc Class A V 3.03%
JPMorgan US Government MMkt Instl IJGXX 2.95%
Alphabet Inc Class C GOOG 2.87%
Danaher Corp DHR 2.86%
UnitedHealth Group Inc UNH 2.76%
Johnson & Johnson JNJ 2.35%
Cisco Systems Inc CSCO 2.29%

3. What is AWEIX performance? What are AWEIX historical returns?

AWEIX has generated the following returns:

  • 1-month return is -0.34%;
  • 3-month return is 2.36%;
  • 1-year return is 2.36%;
  • 3-year return is 21.26%;
  • 5-year return is 18.37%;
  • 10-year return is 17.18%;
  • 15-year return is 11.37%.

4. What is AWEIX dividend yield?

AWEIX yield is 0.48%.

5. What is AWEIX minimum initial investment amount?

AWEIX minimum initial investment amount is $250.00K.

6. Does AWEIX have any sales loads or 12b-1 distribution expenses?

AWEIX 12b-1 distribution fee is 0. AWEIX front-end sales load is 0. AWEIX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

8. What are the pros of investing in AWEIX? What are AWEIX buy reasons?

The following are AWEIX strengths from our perspective:

  • AWEIX 3-year return is 21.26%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 21.93%.
  • AWEIX 5-year return is 18.37%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 17.9%.
  • AWEIX 10-year return is 17.18%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 17.09%.
  • AWEIX 15-year return is 11.37%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 10.48%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in AWEIX? What are AWEIX negatives?

The following are AWEIX weaknesses from our perspective:

  • AWEIX expense ratio is 0.74%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the AWEIX review, we covered AWEIX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.