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resources to live well

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 7.2%
2 Royal Bank of Canada 7.1%
3 TFI International Inc. 5.9%
4 Toronto Dominion Bank 5.7%
5 Brookfield Asset Management 4.8%
6 Microsoft Corp. 4.7%
7 Abbott Laboratories 4.4%
8 Cargojet Inc. 3.7%
9 Visa 3.5%
10 AES Corp. 2.7%
TOTAL 49.7%

Fund Management Expense Ratio

As of December 31, 2020
A 2.54%
B 3.13%
C 3.10%
F 1.40%
L 3.16%
T8A 2.52%
T8B 3.15%
T8C 3.04%
PTF 0.96%