Cibc balanced fund facts.

Cibc balanced fund facts CIBC Trust Corporation and CIBC Securities Inc. CIBC Asia Pacific Fund, Class 'O' 4. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. Annual rate (as a % of the fund's Fund Facts CIBC Smart Balanced Solution - Series A continued More about the trailing commission The trailing commission is an ongoing commission. It provides tactical asset allocation within a single fund. 5 CIBC Emerging CIBC Balanced Index Fund Author: CIBC Subject: The fund profile is a single page document that provides detailed information about the fund. Fund Facts CIBC Balanced Index Fund - Premium Class continued 2. 1% How risky is it? The value of the fund can go down as well as up. As at December 31, 2023, the expenses for Class A units of the fund were 1. CIBC Smart Balanced Growth Solution Series S FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Smart Balanced Growth Solution Series S R_79_170_1781 Keywords: Canadian Imperial Bank of Commerce CIBC Smart Balanced Growth Solution Series S FUND FACTS Created Date: 6/12/2024 1:10:53 PM Important information about CIBC Securities Inc. 40 CIBC Canadian Growth Fund 5. Keywords: Investment objective, fund performance, portfolio analysis, fund information, CIBC Asset Management Created Date Discover modern all-in-one investment solutions designed for your individual investment goals and life stage. 8 Renaissance Floating Rate Income Fund, Class 'OH' 3. CIBC Smart Balanced Growth Solution Series A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Smart Balanced Growth Solution Series A R_79_170_1781 Keywords: Canadian Imperial Bank of Commerce CIBC Smart Balanced Growth Solution Series A FUND FACTS Created Date: 6/12/2024 1:10:51 PM Important information about CIBC Securities Inc. 4% Canadian Bond Mutual Funds 18. 8% U. 7% CIBC Canadian Index Fund, Class 'O' 6. Manager . 6% Other Assets, less Liabilities -0. Renaissance Canadian Balanced Fund - Class A This document contains key information you should know about Class A units of Renaissance Canadian Balanced Fund. 9% International Equity Mutual Funds 31. FundFacts Canadian Imperial Bank of Commerce June 18, 2024 CIBC U. 0% Renaissance Canadian Growth Fund, Class May 25, 2016 · Updated NAV Pricing for CIBC Balanced Index Fund Class A (CADFUNDS: CIB901. 0% Cash 0. The Portfolio will attempt to provide a high level of regular monthly income and long-term capital growth. 96 CIBC U. Annual rate A CIBC Personal Portfolio Services account includes units of various mutual funds offered by CIBC Asset Management and/or its affiliates. For more information Contact CIBC or your representative for a copy of the fund’s simplified prospectus and other disclosure documents. or CIBC InvtcTfee gtyour rrvs firm. CIBC 18 Yrt 1-800-465-3863 Torto 8. 05 CIBC Floating Rate Income Fund 5. 29 CIBC Canadian Growth Fund 8. Learn about CIBC Global Monthly Income Fund. (CIBC WM). 5% International Bond Mutual Funds 21. 7% Ares Strategic Income Fund, Class 'I' 3. 2. 6% Total number of investments: 17 INVESTMENT MIX (as at April 30, 2024) U. 5 CIBC Emerging Markets Fund, Class 'O' 3. May 25, 2016 · Updated NAV Pricing for CIBC Balanced Index Fund Class A (CADFUNDS: CIB901. Current . 49% of its value. Standard Deviation 9. Equity Mutual Funds 30. OTHER FEES You may have to pay other fees when you buy, hold, sell, switch, or convert units of the fund. 24 CIBC Active Investment Grade Corporate Bond ETF 4. 98 CIBC Corporate Bond Fund 7. inception. As at December 31, 2023, the expenses for Premium Class units of the fund were 0. Small Companies Fund, Class 'O' 3. 8% The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. 2 CIBC U. 7% Total percentage of top 10 investments: 83. PIMCO Canada, established in 2004, is an integral part of the of the firm's global presence and strategy. 4% CIBC Canadian Bond Index Fund, Class 'O' 16. CIBC Smart Balanced Solution S (CIB234) 12. One way to gauge risk is to look at how much a fund's returns change CIBC Balanced Growth ETF Portfolio Class O FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Balanced Growth ETF Portfolio Class O R_79_170_2153 Keywords: Canadian Imperial Bank of Commerce CIBC Balanced Growth ETF Portfolio Class O FUND FACTS Created Date: 6/12/2024 1:11:42 PM CIBC Canadian Index Fund, Class 'O' 7. 8 CIBC CIBC European Equity Fund, Class 'O' 4. CIBC CIBC Square info@cibcassetmanagement. CIBC International Equity Fund, Class 'O' 7. 0 Total Net Asset Value $ 2,743,134,279 Canadian Imperial Bank of Commerce (CIBC) is the manager, CIBC Trust Corporation Fund Facts CIBC Balanced ETF Portfolio - Class F continued More about the trailing commission No trailing commission is paid in respect of Class F units. 59 Top holdings (%) CIBC Sustainable Balanced Solution Series F FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Solution Series F R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Solution Series F FUND FACTS Created Date: 6/12/2024 1:10:37 PM Money Minute: ETFs vs. 9% Canadian Bond Mutual Funds 31. 4% CIBC U. These documents and the Fund Facts make up the fund’s legal documents. 36% ) CAD | May 16 2025 of the CIBC Mutual Funds and CIBC Family of Portfolios. 23% of its value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the Canadian Bond Mutual Funds 29. The fund invests primarily in a diversified portfolio of debt and equity instruments located throughout the world. 09 CIBC Canadian Bond Fund 14. Inception . 4% How risky is it? The value of the fund can go down as well as up. Class A units dropped in value in 3 of the 10 years. This document contains key information you should know about Class F units of CIBC Balanced Fund. 4% CIBC International Index Fund, Class 'O' 8. 90 for every $1,000 invested. Canadian Bond Mutual Funds 25. CIBC may pay trailing commissions to these dealer s and fir ms, in connection with the sale of units of the Fund. 1% Total percentage of top 10 investments: 85. FUND EXPENSES You don’t pay these expenses directly. 3% CIBC International Equity Fund, Class 'O' 3. 0% Total percentage of top 10 investments: 100. As Manager, we are responsible for the Funds’ overall business and operation. 6% Total percentage of top 10 investments: 82. You can find more details in the fund’s simplified prospectus. Renaissance Investments family of funds CIBC Canadian Bond Fund, Class 'O' 19. Fund Facts CIBC Global Growth Balanced Fund - Series S continued Who is this fund for? Investors who: • seek global equity and fixed income exposure; • are looking for capital appreciation potential and income; and • are investing for the medium to long term. 05 ( +0. 4% If yto buy units of another fund, yay pastch fee of up tvyou st rough a rrve's firm other than CIBC Securities Inc. at Fund Facts CIBC Smart Balanced Income Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income, and growth funds. Equity Mutual Funds 25. 1% CIBC U. are subsidiaries of CIBC. 6 CIBC Canadian Bond Fund, Class 'O' 5. Ask your Canadian Bond Mutual Funds 29. You could lose money. CIBC Money Market Fund. 3% Within the asset classes, the Portfolio will invest primarily in Mutual Funds, including savings, income and growth funds. 1% International Equity Mutual Funds 7. Axiom Balanced Growth Portfolio Class F FUND FACTS Created Date: 8/28/2024 3:22:44 AM CIBC Smart Balanced Growth Solution Series T5 FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Smart Balanced Growth Solution Series T5 R_79_170_1781 Keywords: Canadian Imperial Bank of Commerce CIBC Smart Balanced Growth Solution Series T5 FUND FACTS Created Date: 6/12/2024 1:10:52 PM CIBC Global Growth Balanced Fund Series O FUND FACTS Author: CIBC Asset Management Inc. If you have any questions about our products or services, speak to your representative or call our Client Services Team at 1-888-888-3863. 1% Cash & Cash Equivalents 10. 8% CIBC Active Investment Grade Floating Rate Bond ETF 3. 5% International Bond Mutual Funds 13. Equity Fund, Class 'O' 5. CIBC’s head office is located at CIBC Square, 81 Bay Street, 20th Floor Fund Facts CIBC Smart Balanced Solution - Series FT5 continued YEAR-BY-YEAR RETURNS This chart shows how Series FT5 units of the fund performed in each of the past 4 calendar years. 4% The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. 5% Total percentage of top 10 investments: 92. CIBC Sustainable Balanced Growth Solution Series A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Growth Solution Series A R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Growth Solution Series A FUND FACTS Created Date: 6/12/2024 1:10:39 PM CIBC European Equity Fund, Class 'O' 4. 53 CIBC Canadian Bond Fund 7. 25 CIBC U. 81 Bay Street, 20th Floor . CIBC Asia Pacific Fund, Class 'O' 5. CIBC Asset Management, the asset management division of CIBC, is responsible for mutual funds and portfolio solutions including CIBC Personal Portfolio Services. 7 CIBC U. 4% It is projection/opinion and not a statement of fact. Equity Fund, Class 'O' 8. For more information about specific risks that can affect the To provide both long-term growth through capital appreciation and income by investing primarily in a combination of debt instruments, equity securities, and options, futures, and forward contracts based on Canadian, U. 3% Total number of investments: 18 INVESTMENT MIX (as at April 30, 2024) U. This equals $12. 2% CIBC Investment Objective: CIBC Mana ged Balanced Por tfolio (the Por tfolio) seeks to crea te a diver sified por tfolio by alloca ting its investments across a balanced blend of asset c lasses. Fund Facts CIBC Smart Balanced Income Solution - Series A continued More about the trailing commission The trailing commission is an ongoing commission. 2% CIBC Sustainable Canadian Equity Fund, Series 'O' 12. Equity Fund 14. 71 +0. CIBC Funds and CIBC Family of Portfolios Fund Facts CIBC Balanced Index Fund - Class A continued 2. 4 CIBC Asia Pacific Fund, Class 'O' 2. 06 CIBC Canadian Equity Value Fund 8. 5 CIBC U. One way to gauge risk is to look at how much a fund's returns change Canadian Bond Mutual Funds 25. Subject: CIBC Global Growth Balanced Fund Series F R_79_191_543 Keywords: CIBC Asset Management Inc. and mutual funds. 6% Cash 0. The Portfolio will focus on a balance of income, and long-term capital growth. CIBC Smart Investment Solutions are distributed by CIBC Securities Inc. CIBC Smart Investment Solutions are offered by CIBC. If you have any questions about our products or services, please call a CIBC Mutual Fund representative at 1-800-465-3863. 9 CIBC Canadian Index Fund, Class 'O' 3. CIBC Sustainable Global Equity Fund, Series 'O' 30. CIBC Sustainable Balanced Solution Series F FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Solution Series F R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Solution Series F FUND FACTS Created Date: 6/12/2024 1:10:37 PM CIBC Sustainable Balanced Growth Solution Series S FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Growth Solution Series S R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Growth Solution Series S FUND FACTS Created Date: 6/12/2024 1:10:40 PM Facts make up the fund’g documents. One way to gauge risk is to look at how much a fund's returns change over Discover modern all-in-one investment solutions designed for your individual investment goals and life stage. Equity Fund 7. CIBC Balanced Fund Author: CIBC Subject: The fund profile is a single page document that provides detailed information about the fund. CIBC Global Growth Balanced Fund Series F FUND FACTS Created Date: 8/28/2024 3:21:21 AM The Fund Facts highlight key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. CIBC Funds and CIBC Family of Portfolios. For more information Contact CIBC Asset Management Inc. 0 Renaissance Canadian Growth Fund, Class 'O' 5. 4% Name Asset Sector Geographic Percent; iShares MSCI EAFE ETF (EFA) International Equity: Exchange Traded Fund: Multi-National: 6. 0 CIBC U. and mutual funds show or hide CIBC Global Growth Balanced Fund Series F FUND FACTS Author: CIBC Asset Management Inc. The Portfolio will focus on a balance of income and long-term capital growth. 63 CIBC International Equity Fund 9. 9 of the CIBC Mutual Funds and CIBC Family of Portfolios. Equity Mutual Funds 14. 2 CIBC Canadian Equity Fund, Class 'O' 5. Fund Facts CIBC Smart Balanced Income Solution - Series S continued YEAR-BY-YEAR RETURNS This chart shows how Series S units of the fund performed in each of the past 4 calendar years. 2% Cash 0. 0% International Equity Mutual Funds 18. Important information about CIBC Securities Inc. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the It is projection/opinion and not a statement of fact. 4% A CIBC Personal Portfolio Services account includes units of various mutual funds offered by CIBC Asset Management and/or its affiliates. Dec 10, 2024 · Responsibility for Mutual Fund Administration . Keywords: Investment objective, fund performance, portfolio analysis, fund information, CIBC Asset Management Created Date It is projection/opinion and not a statement of fact. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the CIBC U. 4% Canadian Equity Mutual Funds 16. May 25, 2016 · Updated NAV Pricing for CIBC Smart Balanced Income Solution Series A (CADFUNDS: CIB220. 6 CIBC Global Bond Fund, Class 'O' 3. 7% CIBC Active Investment Grade Corporate Bond ETF 6. CIBC is the Manager of the Funds. or your representative for a copy of the fund’s simplified prospectus and other disclosure documents. date. CIBC Canadian Bond Fund. 57 CIBC High-Yield Bond Fund 5. 7 CIBC International Index Fund, Class 'O' 7. Since . 7% Canadian Equity Mutual Funds 15. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit CIBC Sustainable Balanced Solution Series A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Solution Series A R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Solution Series A FUND FACTS Created Date: 6/12/2024 1:10:36 PM CIBC Balanced Growth ETF Portfolio - Class A Units: Rates of return (%) Important information about CIBC Securities Inc. Conver fee: If you converto another class of units of the same fund, yay paconversion fee of up to 2% of the valueyou converrough a rrve's firm other than CIBC Securities Inc. 78 CIBC Emerging Markets Fund 4. Equity Mutual Funds 24. These dealer s and other The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. 3 Cash 0. 7% Canadian Equity Mutual Funds 16. CIBC Global Growth Balanced Fund Series F FUND FACTS Author: CIBC Asset Management Inc. Opens in a new window. RBC Balanced Fund - Series A June 27, 2024 This document contains key information you should know about RBC Balanced Fund (Series A). 5% May 25, 2016 · Updated NAV Pricing for CIBC Balanced Growth ETF Portfolio Class F (CADFUNDS: CIB372. com CIBC European Equity Fund, Class 'O' 4. Index Fund 11. August 28, 2024. 20 CIBC International Equity Fund 7. 8% International Bond Mutual Funds 8. CIBC Balanced ETF Portfolio Class A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Balanced ETF Portfolio Class A R_79_170_2153 Keywords: Canadian Imperial Bank of Commerce CIBC Balanced ETF Portfolio Class A FUND FACTS Created Date: 6/12/2024 1:11:40 PM The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. 1% Cash 0. 68 CIBC Canadian Index Fund 7. 3. 1% CIBC International Index Fund, Class 'O' 4. The range of returns and change from year to year can help you assess how risky the fund has been in the past. Equity Mutual Funds 35. 4% Canadian Equity Mutual Funds 38. You can find more details in the fund's simplified prospectus. The fund invests in a balanced portfolio of common and preferred shares, bonds and short-term money market instruments. CIBC Balanced Fund | Mutual Funds | CIBC Fund Facts CIBC Balanced Fund - Class A continued YEAR-BY-YEAR RETURNS This chart shows how Class A units of the fund performed in each of the past 10 calendar years. Based in Toronto with professionals across the country, the Canadian team are talented PIMCO professionals who can leverage their diverse knowledge and experience to help clients optimize their allocations to both core and non-core strategies. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income and growth funds. Index Fund, Class 'O' 5. 0% Canadian Bond Mutual Funds 15. 8% Axiom Balanced Growth Portfolio Class F FUND FACTS Author: CIBC Asset Management Inc. For more information, see the securities law of your province or territory or ask a lawyer. CIBC Balanced Growth ETF Portfolio Investment objective: The Portfolio seeks to achieve a combination of long-term capital growth and some income by investing primarily in a diverse mix of fixed income and equity exchange-traded funds that employ passive investment strategies. Index Fund. 9 CIBC Canadian Equity Fund, Class 'O' 2. Charting, Tear Sheets, Fund Holdings & more. 2% Fund Facts CIBC Smart Balanced Solution - Series T5 continued More about the trailing commission The trailing commission is an ongoing commission. 5 CIBC Global Bond Fund, Class 'O' 5. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the Updated NAV Pricing for CIBC Balanced Fund Class A (CADFUNDS: CIB477. 0% International Equity Mutual Funds 24. The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. CIBC European Equity Fund, Class 'O' 4. A word about tax In general, you will have to pay income tax on any money you It is projection/opinion and not a statement of fact. and mutual funds CIBC Smart Investment Solutions are distributed by CIBC Securities Inc. Equity Index ETF 4. 2% International Equity Mutual Funds 30. One way to gauge risk is to look at how much a fund's returns change CIBC Sustainable Global Equity Fund, Series 'O' 30. 5% Total number of investments: 16 INVESTMENT MIX (as at April 30, 2024) U. 40 CIBC Canadian Equity Fund 5. CIBC Sustainable Balanced Growth Solution Series F FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Growth Solution Series F R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Growth Solution Series F FUND FACTS Created Date: 6/12/2024 1:10:39 PM Canadian Equity Mutual Funds 38. 4% International Bond Mutual Funds 24. Small Companies Fund, Class 'O' 2. CIBC Global Monthly Income Fund Class A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Global Monthly Income Fund Class A R_79_170_3711 Keywords: Canadian Imperial Bank of Commerce CIBC Global Monthly Income Fund Class A FUND FACTS Created Date: 6/12/2024 1:09:22 PM Terms and conditions Important information about CIBC Securities Inc. It is paid for as long as you own the fund. 8% CIBC European Equity Fund, Class 'O' 4. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit CIBC Short-Term Income Fund, Class 'O' 4. 5% Other Assets, less Liabilities -6. CIBC Balanced ETF Portfolio Investment objective: The Portfolio seeks to achieve a balance of income and long-term capital growth by investing primarily in a diverse mix of fixed income and equity exchange-traded funds that employ passive investment strategies. Mutual Funds (1:34) Transcript for Money Minute: ETFs versus Mutual Funds. Toronto, Ontario M5J 0E7 . 9% CIBC Short-Term Income Fund, Class 'O' 3. 5 Total 100. Index Fund - Premium Class This document contains key information you should know about Premium Class units of CIBC U. 0 Renaissance High-Yield Bond Fund, Class 'O' 2. The information and insights included are both quantitative and qualitative. 2 It is projection/opinion and not a statement of fact. One way to gauge risk is to look at how much a fund's returns change over CIBC U. 2% CIBC Canadian Equity Fund, Class 'O' 5. Please read the Prospectus or Fund Facts before investing. 7% CIBC Canadian Index Fund, Class 'O' 8. You can find more details in the fund’s simplified prospectus. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the CIBC Balanced Index Fund - Premium Class This document contains key information you should know about Premium Class units of CIBC Balanced Index Fund. CIBC Asset Management Inc. Keywords: Investment objective, fund performance, portfolio analysis, fund information, CIBC Asset Management Created Date Fund Facts CIBC Smart Balanced Growth Solution - Series ST5 continued YEAR-BY-YEAR RETURNS This chart shows how Series ST5 units of the fund performed in each of the past 4 calendar years. Canadian Imperial Bank of Commerce CIBC Smart Balanced Growth Solution Series A June 25 Fund Facts CIBC Smart Balanced Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. One way to gauge risk is to look at how much a fund's returns change Fund Facts CIBC Balanced Index Fund - Premium Class continued 2. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the of the CIBC Mutual Funds and CIBC Family of Portfolios. Fund Facts CIBC Smart Balanced Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. Equity Fund, Class 'O' 7. 46% CIBC Personal Portfolio Services from CIBC Trust Corporation - a provider of discretionary investment management services. Annual rate Fund Facts CIBC Balanced Fund - Class F continued YEAR-BY-YEAR RETURNS This chart shows how Class F units of the fund performed in each of the past 3 calendar years. This Simplified Prospectus contains selected important information to help you make an informed investment decision and to help you understand your rights as an investor. , and international stock market indices. 2% Fund Facts CIBC Smart Balanced Growth Solution - Series FT5 continued YEAR-BY-YEAR RETURNS This chart shows how Series FT5 units of the fund performed in each of the past 4 calendar years. 93%: Royal Bank of Canada: Canadian Equity Fund Facts CIBC Managed Monthly Income Balanced Portfolio - Class T6 continued More about the trailing commission The trailing commission is an ongoing commission. 0 CIBC International Index Fund, Class 'O' 3. Dollar Money Market Fund. CIBC U. 79 CIBC International Index Fund 7. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Subject: CIBC Global Growth Balanced Fund Series O R_79_191_543 Keywords: CIBC Asset Management Inc. 3% Canadian Equity Mutual Funds 21. 8% CIBC Canadian Bond Fund, Class 'O' 6. FundFacts CIBC Balanced Index Fund - Class A continued For more information about the risk rating, refer to Investment Risk Classification Methodology under Specific Information about Each of the Mutual Funds Described in this Document in the fund's simplified prospectus. CIBC Global Growth Balanced Fund Series O FUND FACTS Created Date: 8/28/2024 3:21:22 AM Fund Facts CIBC Smart Balanced Income Solution - Series ST5 continued YEAR-BY-YEAR RETURNS This chart shows how Series ST5 units of the fund performed in each of the past 4 calendar years. Your portfolio is carefully crafted based on strategic asset allocation, and optimally blends both active and passive investments. CIBC Sustainable Investment Strategies are distributed by CIBC Securities Inc. and CIBC Investor Services Inc. Learn more about the various features that differentiate ETFs and mutual funds. CIBC Personal Portfolio Services is for investors with combined household investable assets of $100,000 or more. price $ Previous . price $ Change $ YTD 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs 10 yrs. 6% Renaissance Canadian Growth Fund, Class 'O' 5. CF). This equals $4. Dollar Managed Income Portfolio5 - Class A Units Updated NAV Pricing for CIBC Balanced Fund Class A (CADFUNDS: CIB477. This includes providing for, or arranging to provide for, the Funds’ day-to-day administration. 1. 7% CIBC Canadian Equity Fund, Class 'O' 4. 30 for every $1,000 invested. Income Funds . , each wholly-owned subsidiaries of Canadian Imperial Bank of Commerce (CIBC). 3% International Equity Mutual Funds 20. 1% CIBC Emerging Markets Fund, Class 'O' 6. 72 Top holdings (%) Cash Mar 31, 2025 · CIBC Balanced Fund Class A Median Other - Canadian Neutral Balanced 3 Yr Annualized . 5% CIBC U. or CIBC InvtcThis CIBC MUTUAL FUNDS AND CIBC FAMILY OF PORTFOLIOS SIMPLIFIED PROSPECTUS June 18, 2024 Offering Class A and Class F units (unless otherwise noted) CIBC Mutual Funds Savings Funds CIBC Canadian T-Bill Fund. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit It is projection/opinion and not a statement of fact. Class F units dropped in value in 1 of the 3 years. 0% Total number of investments: 17 INVESTMENT MIX (as at April 30, 2024) Canadian Bond Mutual Funds 25. CIBC Global Growth Balanced Fund Series F FUND FACTS Created Date: 8/28/2024 3:21:21 AM FUND FACTS RBC Global Asset Management Inc. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the CIBC Sustainable Balanced Solution Series O FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Solution Series O R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Solution Series O FUND FACTS Created Date: 6/12/2024 1:10:38 PM ISI), the CIBC Imperial Investor Ser vice division of CIBC ISI, and the CIBC Wood Gundy division of CIBC Wor ld Mar kets Inc. 1 CIBC U. This document contains key information you should know about Class A units of CIBC Balanced Fund. 0% Total number of investments: 5 INVESTMENT MIX (as at April 30, 2024) Canadian Bond Mutual Funds 63. CIBC Funds and CIBC Family of Portfolios 6 days ago · In depth view into CIB234 (CIBC Smart Balanced Solution S) including performance, dividend history, holdings and portfolio stats. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Fund. Fund Facts CIBC Smart Balanced Growth Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. Personal Portfolio Services offers you the skills of investment professionals and frees you from researching Fund Facts CIBC Balanced ETF Portfolio - Class O continued More about the trailing commission No trailing commission is paid in respect of Class O units. Ask your representative for a copy, contact CIBC Asset Management Inc. Index Market Return GICs due December 12, 2024 3. CIBC SI, CIBC ISI, and CIBC WM are wholly-owned subsidiaries of CIBC. 5% CIBC Canadian Bond Fund, Class 'O' 2. 2% Canadian Equity Mutual Funds 22. 6% CIBC U. 4% CIBC International Equity Fund, Class 'O' 11. info mutual funds in general are referred to as a fund or funds. Equity Fund, Class 'O' 6. Index Fund 8. 92% 9. Within the asset c lasses, the Por tfolio will invest primarily in Mutual Funds inc luding savings, income, and g rowth funds (Under lying Funds). 0% International Bond Mutual Funds 8. 6% U. 7% CIBC Canadian Equity Index ETF 5. S. It is projection/opinion and not a statement of fact. 02 CIBC European Equity Fund 4. They affect you because they reduce the fund’s returns. Subject: Axiom Balanced Growth Portfolio Class F R_79_191_3221 Keywords: CIBC Asset Management Inc. Fund Facts CIBC Smart Balanced Solution - Series ST5 continued YEAR-BY-YEAR RETURNS This chart shows how Series ST5 units of the fund performed in each of the past 4 calendar years. 1 CIBC Canadian Bond Index Fund, Class 'O' 5. CIBC Short-Term Income Fund. CIBC Square . njpy douol bukh yelq xrtg hlaa fdryxkgq tnzxlq grsny kwejqulk