CIBC Atlas All Cap Growth Fund (AWGIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AWGIX
AWGIX charges 0.96% annually. There are 278 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | AWGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | AWGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AWGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | AWGIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | AWGIX vs TILIX |
Best Risk-Adjusted Alternatives to AWGIX
AWGIX has a PortfoliosLab risk / return rank of 8. There are 385 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | AWGIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | AWGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | AWGIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | AWGIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | AWGIX vs FOCPX |
Top Performing AWGIX Alternatives (YTD)
AWGIX is at 8.97% YTD. There are 234 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | AWGIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | AWGIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | AWGIX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | AWGIX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | AWGIX vs FOCKX |
Lowest Volatility Alternatives to AWGIX
AWGIX has 16.71% 1-year volatility. There are 308 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | AWGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | AWGIX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | AWGIX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | AWGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | AWGIX vs AWYIX |
Lowest Drawdown Alternatives to AWGIX
AWGIX has a 1-year max drawdown of -17.32%. There are 324 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | AWGIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AWGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AWGIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | AWGIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AWGIX vs AQEIX |
Other Mutual Funds from CIBC Private Wealth Management
The 4 most viewed CIBC Private Wealth Management mutual funds shown here include AWEIX, AWWIX, AWMIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CIBC Atlas Disciplined Equity Fund | Large Cap Blend Equities | 23 | 4.36% | — | Dec 2005 | AWGIX vs AWEIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 10 | 3.34% | — | May 2019 | AWGIX vs AWWIX | |
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | 8 | 8.08% | — | Jun 2014 | AWGIX vs AWMIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 18 | 1.60% | — | Jun 2014 | AWGIX vs AWIIX |
Often Compared With AWGIX
Investors most often compare AWGIX with DGSIX, DREVX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare AWGIX with Any Fund or Stock
Compare AWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AWGIX with funds that move differently
CIBC Atlas All Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWGIX.
Explore AWGIX Diversifiers