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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 7.8%
2 Royal Bank of Canada 6.9%
3 Toronto-Dominion Bank 6.0%
4 Microsoft Corp. 4.4%
5 Brookfield Asset Management Inc., Cl. A 4.0%
6 AES Corp. 3.3%
7 Stryker Corp. 3.3%
8 TFI International Inc. 3.3%
9 Abbott Laboratories 3.2%
10 Visa 2.9%
TOTAL 45.1%

Fund Management Expense Ratio

As of December 31, 2017
A 2.67
B 3.26
C 3.23
F 1.37
L 3.29
T8A 2.66
T8B 3.25
T8C 3.16
Stone Co