CIBC Atlas Income Opportunities Fund

Shareclass
CIBC Atlas Income Opportunities Instl (AWIIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund CIBC Atlas Income Opportunities Fund

FUND COVERAGE
# of holdings46
% of assets57%
Score
54 / 100
Rank

65.1 percentile

Group: Allocation

Rank: #229 out of 653

Grade
B

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

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co
         % of fund invested: 1.44%
         $USD invested: $9.48M
  • 2. Novartis AG ADR
         % of fund invested: 0.66%
         $USD invested: $4.31M
  • 3. JPMorgan Chase & Co
         % of fund invested: 2.08%
         $USD invested: $13.69M
  • 4. Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-
         % of fund invested: 0.31%
         $USD invested: $2.01M
  • 5. PepsiCo Inc
         % of fund invested: 1.22%
         $USD invested: $8M
  • 6. Johnson & Johnson
         % of fund invested: 1.05%
         $USD invested: $6.88M
  • 7. Microsoft Corp
         % of fund invested: 6.28%
         $USD invested: $41.35M
  • 8. S&P Global Inc
         % of fund invested: 1.3%
         $USD invested: $8.58M
  • 9. McDonald's Corp
         % of fund invested: 0.56%
         $USD invested: $3.66M
  • 10. IDEX Corp
         % of fund invested: 0.63%
         $USD invested: $4.14M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Brookfield Infrastructure Corp Ordinary Shares - Class A (Exchangeable Sub
         % of fund invested: 1.19%
         $USD invested: $7.83M
  • 2. Rollins Inc
         % of fund invested: 0.64%
         $USD invested: $4.2M
  • 3. Blue Owl Capital Inc Ordinary Shares - Class A
         % of fund invested: 1.71%
         $USD invested: $11.22M
  • 4. Martin Marietta Materials Inc
         % of fund invested: 0.62%
         $USD invested: $4.08M
  • 5. NextEra Energy Inc
         % of fund invested: 1.65%
         $USD invested: $10.85M
  • 6. Broadcom Inc
         % of fund invested: 2.92%
         $USD invested: $19.24M
  • 7. Cheniere Energy Inc
         % of fund invested: 1.03%
         $USD invested: $6.8M
  • 8. Qualcomm Inc
         % of fund invested: 1.43%
         $USD invested: $9.39M
  • 9. Ares Management Corp Ordinary Shares - Class A
         % of fund invested: 1.86%
         $USD invested: $12.24M
  • 10. The Home Depot Inc
         % of fund invested: 0.97%
         $USD invested: $6.36M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund CIBC Atlas Income Opportunities Fund

Totals

Holdings
Assets
Weight
Prisons
4
$52.98M
8.05%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$55.79M
8.48%
     Borders high risk
1
$6.47M
0.98%
Total
5
$59.45M
9.03%
Full fund results

Holdings — 5 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$41.35M
6.28%
Prisons
Borders :
$41.35M
6.28%
2.
Lockheed Martin Corp
Borders
$6.47M
0.98%
Borders :
$6.47M
0.98%
3.
Amazon.com Inc
Prisons
Borders
$5.99M
0.91%
Prisons
Borders :
$5.99M
0.91%
4.
McDonald's Corp
Prisons
$3.66M
0.56%
Prisons
$3.66M
0.56%
5.
Alphabet Inc Class A
Prisons
Borders
$1.98M
0.3%
Prisons
Borders :
$1.98M
0.3%
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