CIBC Atlas Equity Income Fund
Shareclass
CIBC Atlas Equity Income Institutional (AWYIX)
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 Equity Income Fund
FUND COVERAGE
# of holdings44
% of assets91%
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
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR2.82%$9.67M
- 2. JPMorgan Chase & Co3.43%$11.79M
- 3. Accenture PLC Class A1.04%$3.58M
- 4. The Goldman Sachs Group Inc1.11%$3.82M
- 5. Microsoft Corp5.18%$17.8M
- 6. Merck & Co Inc1.04%$3.57M
- 7. VICI Properties Inc Ordinary Shares1.42%$4.88M
- 8. AbbVie Inc2.88%$9.89M
- 9. American Tower Corp3.22%$11.08M
- 10. Stryker Corp1.34%$4.6M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Brookfield Corp Registered Shs -A- Limited Vtg2.47%$8.48M
- 2. Brookfield Infrastructure Partners LP0.96%$3.29M
- 3. Rollins Inc1.19%$4.1M
- 4. Blackstone Inc2.53%$8.68M
- 5. Blue Owl Capital Inc Ordinary Shares - Class A1.58%$5.43M
- 6. Dick's Sporting Goods Inc1.7%$5.83M
- 7. Microchip Technology Inc0.65%$2.23M
- 8. NextEra Energy Inc2.11%$7.26M
- 9. Charles Schwab Corp2.78%$9.57M
- 10. TransDigm Group Inc2.64%$9.08M
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 Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
3
$36.32M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$34.23M
9.96%
Borders high risk
2
$12.85M
3.74%
Total
6
$52.75M
15%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$17.8M
5.18%
2.
Elevance Health Inc
$13.46M
3.92%
3.
L3Harris Technologies Inc
:$8.53M
2.48%
4.
Cardinal Health Inc
$5.06M
1.47%
5.
RTX Corp
:$4.32M
1.26%
6.
Accenture PLC Class A
:$3.58M
1.04%
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 Equity Income Fund AWYIX
Environment
Social
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