CIBC Atlas Disciplined Equity Fund
Shareclass
CIBC Atlas Disciplined Equity Instl (AWEIX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund CIBC Atlas Disciplined Equity Fund
FUND COVERAGE
# of holdings63
% of assets99%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR1.75%$30.6M
- 2. Mondelez International Inc Class A0.74%$12.92M
- 3. JPMorgan Chase & Co1.96%$34.16M
- 4. PepsiCo Inc0.92%$16.04M
- 5. Microsoft Corp9.51%$165.93M
- 6. S&P Global Inc1.1%$19.19M
- 7. BlackRock Inc1.06%$18.51M
- 8. McDonald's Corp1.24%$21.7M
- 9. VICI Properties Inc Ordinary Shares0.59%$10.29M
- 10. Zoetis Inc Class A0.46%$7.94M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Blackstone Inc2.01%$35.1M
- 2. O'Reilly Automotive Inc0.64%$11.18M
- 3. Martin Marietta Materials Inc1.56%$27.3M
- 4. NextEra Energy Inc1.42%$24.86M
- 5. Monster Beverage Corp1.1%$19.27M
- 6. Broadcom Inc1.07%$18.63M
- 7. Flutter Entertainment PLC0.55%$9.61M
- 8. Cheniere Energy Inc0.95%$16.61M
- 9. Qualcomm Inc1.41%$24.56M
- 10. IQVIA Holdings Inc1.06%$18.5M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund CIBC Atlas Disciplined Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$405.33M
23%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$481.66M
28%
Borders high risk
1
$38.88M
2.23%
Total
8
$503.36M
29%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$165.93M
9.51%
2.
Amazon.com Inc
:$122.1M
7%
3.
Alphabet Inc Class A
:$57.61M
3.3%
4.
RTX Corp
:$38.88M
2.23%
5.
Alphabet Inc Class C
:$37.99M
2.18%
6.
Salesforce Inc
:$33.23M
1.9%
7.
Thermo Fisher Scientific Inc
:$25.92M
1.49%
8.
McDonald's Corp
$21.7M
1.24%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
CIBC Atlas Disciplined Equity Fund AWEIX
Environment
Social
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