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Mutual Funds

Stone Dividend Growth Class

Suitable for investors seeking Canadian large-cap exposure, combining growth potential over the mid to long-term, dividend income, and lower risk than the S&P/TSX Composite Total Return Index.



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Bank of Nova Scotia 8.3%
2 Royal Bank of Canada 7.5%
3 Microsoft Corp. 6.3%
4 Toronto-Dominion Bank 6.1%
5 Brookfield Asset Management Inc., Cl. A 5.3%
6 AES Corp. 4.3%
7 Stryker Corp. 4.0%
8 Visa 3.9%
9 Abbott Laboratories 3.8%
10 JPMorgan Chase & Co. 3.6%
TOTAL 53.1%

Fund Management Expense Ratio

As of June 30, 2019
A 2.53
B 3.12
C 3.11
F 1.39
L 3.15
T8A 2.52
T8B 3.13
T8C 3.02
Stone Co