Axiom Long-Term Growth Portfolio Select A2 (ATL935)
25.46
+0.28
(+1.12%)
CAD |
Mar 23 2026
ATL935 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 2.04% |
| Stock | 77.52% |
| Bond | 19.08% |
| Convertible | 0.00% |
| Preferred | 0.08% |
| Other | 1.28% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 82.80% |
|---|---|
|
North America
|
81.36% |
| Canada | 67.49% |
| United States | 13.88% |
|
Latin America
|
1.44% |
| Brazil | 0.33% |
| Chile | 0.04% |
| Colombia | 0.01% |
| Mexico | 0.21% |
| Peru | 0.01% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 8.10% |
|---|---|
| United Kingdom | 1.76% |
|
Europe Developed
|
5.47% |
| Austria | 0.04% |
| Belgium | 0.12% |
| Denmark | 0.08% |
| Finland | 0.07% |
| France | 1.11% |
| Germany | 0.85% |
| Greece | 0.04% |
| Ireland | 0.52% |
| Italy | 0.45% |
| Netherlands | 0.80% |
| Norway | 0.05% |
| Portugal | 0.03% |
| Spain | 0.36% |
| Sweden | 0.19% |
| Switzerland | 0.68% |
|
Europe Emerging
|
0.16% |
| Czech Republic | 0.01% |
| Poland | 0.08% |
| Turkey | 0.04% |
|
Africa And Middle East
|
0.71% |
| Israel | 0.09% |
| Qatar | 0.04% |
| Saudi Arabia | 0.20% |
| South Africa | 0.26% |
| United Arab Emirates | 0.09% |
| Greater Asia | 8.73% |
|---|---|
| Japan | 1.60% |
|
Australasia
|
0.43% |
| Australia | 0.42% |
|
Asia Developed
|
3.74% |
| Hong Kong | 0.50% |
| Singapore | 0.21% |
| South Korea | 1.34% |
| Taiwan | 1.69% |
|
Asia Emerging
|
2.96% |
| China | 1.69% |
| India | 0.99% |
| Indonesia | 0.09% |
| Malaysia | 0.08% |
| Philippines | 0.03% |
| Thailand | 0.07% |
| Unidentified Region | 0.37% |
|---|
Bond Credit Quality Exposure
| AAA | 27.12% |
| AA | 29.96% |
| A | 24.86% |
| BBB | 8.21% |
| BB | 0.06% |
| B | 0.25% |
| Below B | 0.12% |
| CCC | 0.07% |
| CC | 0.00% |
| C | 0.05% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.01% |
| Not Available | 9.40% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
39.58% |
| Materials |
|
12.60% |
| Consumer Discretionary |
|
3.83% |
| Financials |
|
22.23% |
| Real Estate |
|
0.93% |
| Sensitive |
|
31.98% |
| Communication Services |
|
2.70% |
| Energy |
|
9.39% |
| Industrials |
|
10.07% |
| Information Technology |
|
9.82% |
| Defensive |
|
7.43% |
| Consumer Staples |
|
2.54% |
| Health Care |
|
2.64% |
| Utilities |
|
2.25% |
| Not Classified |
|
21.01% |
| Non Classified Equity |
|
1.50% |
| Not Classified - Non Equity |
|
19.51% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 37.61% |
| Corporate | 30.48% |
| Securitized | 0.74% |
| Municipal | 29.74% |
| Other | 1.42% |
Bond Maturity Exposure
| Short Term |
|
6.66% |
| Less than 1 Year |
|
6.66% |
| Intermediate |
|
64.59% |
| 1 to 3 Years |
|
12.08% |
| 3 to 5 Years |
|
17.63% |
| 5 to 10 Years |
|
34.88% |
| Long Term |
|
28.69% |
| 10 to 20 Years |
|
13.72% |
| 20 to 30 Years |
|
11.63% |
| Over 30 Years |
|
3.34% |
| Other |
|
0.06% |
As of February 28, 2026