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MUTUAL:ATL2720:TSX

Axiom Foreign Growth Portfolio Select T4 – MUTUAL:ATL2720 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.81 CAD0.00 (0.00%)9.81 - 9.81--

Market data as of 12:00AM 10/21/14. Quotes are delayed by at least 15 min.

Overview - MUTUAL:ATL2720

The Portfolio will seek to create a diversified portfolio of investments across several asset classes. It will emphasize foreign investment exposure (which excludes Canada), by investing primarily in mutual funds. The goal is to achieve long-term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East and Asia and emerging market countries, with some global exposure to fixed income securities for diversification. The overall portfolio objective can be considered aggressive.

Growth of $10,000 (10 Years)

Total Return-0.80%
Yield (Trailing 12 Mo.)--
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$250,000
Management Tenure--
Fund Inception06/15/2009

Trailing Total Returns - MUTUAL:ATL2720

as of 03/31/2011
TimeframeMUTUAL:ATL2720S&P 500Global Equity Balanced
1 Month-0.41%-1.40%-1.21%
3 Month--1.13%0.64%
Year-to-Date--8.34%6.34%
1 Year--19.73%14.04%
3 Year--22.99%12.69%
5 Year--15.70%8.08%
10 Year--8.11%5.21%
Since Inception-0.80%10.63%--

Sector Allocation - MUTUAL:ATL2720

as of 03/31/2011
Basic Materials
 
8.00%
Consumer Cyclical
 
13.28%
Financial Services
 
12.43%
Real Estate
 
2.04%
Consumer Defensive
 
10.40%
Healthcare
 
8.96%
Utilities
 
2.95%
Communication Services
 
4.38%
Energy
 
12.27%
Industrials
 
13.15%
Technology
 
12.15%

Asset Allocation - MUTUAL:ATL2720

as of 03/31/2011
By PercentShort0%LongNet
Stock0.00
 
 
37.7237.72
Bond0.00
 
 
4.614.61
Other0.10
 
 
1.311.22
Foreign Stock0.00
 
 
45.1245.12
Foreign Bond0.00
 
 
7.417.41
Total0.1096.1796.08
Cash0.23
 
 
4.123.89
Total Net Assets$8.61M
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - MUTUAL:ATL2720

as of 03/31/2011
CompanyYTD Return% of Assets
Frontiers U.S. Equity--42.67%
Frontiers International Equity--32.94%
Frontiers Global Bond--13.88%
Frontiers Emerging Markets Equity--10.09%

Valuation & Growth - MUTUAL:ATL2720

as of 03/31/2011
ValuationMUTUAL:ATL2720Category Range
Price/Earnings16.06
Price/Book2.13
Price/Sales1.11
Price/Cash Flow8.39
Dividend Yield2.41
LT Earnings11.95
Historical Earnings1.15
Sales Growth-18.37
Cash-Flow Growth-27.93
Book-Value Growth-6.65
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:ATL2720, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
Risk
Return
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:ATL2720, 3 Year Avg

Pretax Return--
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains--

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