CIBC Atlas Income Opportunities Fund (AWIIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AWIIX
AWIIX charges 0.69% annually. There are 293 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | AWIIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AWIIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AWIIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AWIIX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | AWIIX vs FYMIX |
Best Risk-Adjusted Alternatives to AWIIX
AWIIX has a PortfoliosLab risk / return rank of 23. There are 508 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | AWIIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AWIIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AWIIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | AWIIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | AWIIX vs FSRRX |
Top Performing AWIIX Alternatives (YTD)
AWIIX is at 1.97% YTD. There are 519 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | AWIIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | AWIIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | AWIIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | AWIIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | AWIIX vs BRUFX |
Lowest Volatility Alternatives to AWIIX
AWIIX has 6.89% 1-year volatility. There are 152 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | AWIIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | AWIIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | AWIIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | AWIIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | AWIIX vs CSTAX |
Lowest Drawdown Alternatives to AWIIX
AWIIX has a 1-year max drawdown of -5.91%. There are 222 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | AWIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AWIIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AWIIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AWIIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AWIIX vs CSTAX |
Other Mutual Funds from CIBC Private Wealth Management
The 5 most viewed CIBC Private Wealth Management mutual funds shown here include AWGIX, AWEIX, AWYIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CIBC Atlas All Cap Growth Fund | Large Cap Growth Equities | 7 | 5.33% | — | Sep 2007 | AWIIX vs AWGIX | |
| CIBC Atlas Disciplined Equity Fund | Large Cap Blend Equities | 16 | 3.11% | — | Dec 2005 | AWIIX vs AWEIX | |
| CIBC Atlas Equity Income Fund | Dividend, Large Cap Growth Equities | 20 | 3.06% | — | Apr 2010 | AWIIX vs AWYIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 26 | 6.07% | — | May 2019 | AWIIX vs AWWIX | |
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | 7 | 7.80% | — | Jun 2014 | AWIIX vs AWMIX |
Often Compared With AWIIX
Investors most often compare AWIIX with CGJIX, VFIDX, SCHG. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare AWIIX with Any Fund or Stock
Compare AWIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AWIIX with funds that move differently
CIBC Atlas Income Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWIIX.
Explore AWIIX Diversifiers