AWEIX
CIBC Atlas Disciplined Equity Fund Institutional Class
1W: -1.1%
1M: -0.1%
3M: +2.4%
YTD: +5.8%
1Y: -6.6%
3Y: +38.3%
5Y: +26.8%
$32.29
+0.27 (+0.84%)
Weekly Expected Move ±1.4%
$31
$32
$32
$32
$33
Similar ETFs
20 peers by holdings overlap (67 holdings)
AFDIX
American Century Large Cap Equity Inv
55.1%
Shared34 holdings
Total99
AUM$3.1B
Price$52.65
TWBIX
American Century Balanced Fund
54.5%
Shared34 holdings
Total101
AUM$913M
Price$21.92
DLCEX
Dana Large Cap Equity Fund
54.1%
Shared36 holdings
Total51
AUM$70M
Price$23.79
SHAPX
ClearBridge Appreciation A
54.0%
Shared27 holdings
Total59
AUM$9.7B
Price$37.38
HAVGX
Haverford Quality Growth Stock Fund
53.7%
Shared36 holdings
Total34
AUM$304M
Price$26.47
CVTRX
Calamos Growth & Income Fund Class A
53.6%
Shared30 holdings
Total89
AUM$3.5B
Price$59.90
SIBAX
Sit Balanced
53.5%
Shared24 holdings
Total71
AUM$76M
Price$40.31
SWANX
Schwab Core Equity
53.0%
Shared22 holdings
Total58
AUM$1.5B
Price$26.86
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
52.6%
Shared65 holdings
Total500
AUM$2.1B
Price$21.44
NGUAX
Neuberger Large Cap Growth Fund Investor Class
52.0%
Shared22 holdings
Total49
AUM$2.8B
Price$32.74
BBGLX
Bridge Builder Large Cap Growth
51.6%
Shared41 holdings
Total308
AUM$31.8B
Price$28.15
FFA
First Trust Enhanced Equity Income Fund
51.4%
Shared37 holdings
Total62
AUM$444M
Price$22.21
CSQ
Calamos Strategic Total Return Fund
51.3%
Shared30 holdings
Total152
AUM$3.3B
Price$20.47
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
50.3%
Shared26 holdings
Total86
AUM$194M
Price$65.83
MAIPX
MAI Managed Volatility Fund
50.3%
Shared23 holdings
Total73
AUM$232M
Price$17.89
CMNWX
Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A
50.2%
Shared26 holdings
Total99
AUM$5.4B
Price$91.88
PBFDX
Payson Total Return Fund
50.1%
Shared16 holdings
Total28
AUM$330M
Price$44.22
IBALX
Transamerica Multi-Managed Balanced Fund
50.1%
Shared38 holdings
Total162
AUM$1.5B
Price$37.30
SPFFX
Sphere 500 Climate Fund
50.1%
Shared53 holdings
Total366
AUM$45M
Price$34.59
VFTNX
Vanguard FTSE Social Index Fund Institutional Shares
49.9%
Shared48 holdings
Total386
AUM$28.3B
Price$53.44
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AWEIX | $1.4B | 66 | 45.0% | 14.9 | 4.4 | 4.3 | 34.3% | 29.0% | 1.33% | +19.1% | +43.4% | 64.5 | 6.4 |
| AFDIX | $3.1B | 99 | 40.4% | 11.4 | 3.6 | 3.8 | 36.4% | 33.6% | 1.19% | +23.4% | +37.5% | 57.8 | 6.4 |
| TWBIX | $913M | 101 | 24.8% | 11.4 | 3.5 | 3.8 | 36.5% | 33.6% | 1.19% | +23.5% | +37.5% | 57.8 | 6.4 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| SHAPX | $9.7B | 59 | 42.1% | 15.6 | 4.3 | 4.5 | 32.1% | 28.5% | 1.16% | +19.0% | +40.2% | 61.5 | 6.4 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| SIBAX | $76M | 71 | 34.7% | 15.1 | 4.7 | 4.9 | 36.8% | 32.5% | 1.38% | +21.0% | +48.5% | 58.3 | 6.4 |
| SWANX | $1.5B | 58 | 55.9% | 14.6 | 4.5 | 4.7 | 36.3% | 32.0% | 1.24% | +17.0% | +42.6% | 60.0 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| NGUAX | $2.8B | 49 | 53.6% | 15.6 | 4.9 | 4.7 | 37.5% | 29.8% | 0.84% | +24.6% | +35.9% | 55.0 | 6.3 |