PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

CIBC Atlas Disciplined Equity Fund (AWEIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. and foreign issuers, and the fund may also invest up to 25% of its net assets in foreign securities. It may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers.

Looking to diversify beyond AWEIX? The mutual funds below have the lowest correlation with AWEIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from AWEIX.

Best Diversifiers for AWEIX

0 mutual funds have low correlation with AWEIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.35, up from 0.15 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SVPFX
Goldman Sachs Strategic Volatility Premium Fund0.350.180.15
95
Large Cap Blend EquitiesAWEIX vs SVPFX
ORDNX
North Square Preferred and Income Securities Fund0.510.350.41
68
Large Cap Blend EquitiesAWEIX vs ORDNX
RCKSX
Rock Oak Core Growth Fund0.580.680.78
80
Large Cap Blend EquitiesAWEIX vs RCKSX
RESGX
Glenmede Responsible ESG U.S. Equity Portfolio0.630.770.85
88
Large Cap Blend EquitiesAWEIX vs RESGX
SGOIX
First Eagle Overseas Fund Class I0.630.590.64
61
Large Cap Blend Equities, Foreign Large Cap EquitiesAWEIX vs SGOIX
See all 41 diversifiers for AWEIX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from AWEIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to AWEIX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.14, down from 0.51 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
BRK-B
Berkshire Hathaway Inc.0.140.340.51
53
Financial Services

Rows per page

1–1 of 1

Diversification Analysis

Build a portfolio that complements AWEIX

Add AWEIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with AWEIX