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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 6.9%
2 Royal Bank of Canada 6.8%
3 Microsoft Corp. 6.3%
4 Toronto-Dominion Bank 5.1%
5 Brookfield Asset Management Inc., Cl. A 4.6%
6 Visa 4.3%
7 Abbott Laboratories 4.0%
8 Stryker Corp. 3.7%
9 TFI International Inc. 3.2%
10 Wheaton Precious Metals Corp. 3.0%
TOTAL 47.9%

Fund Management Expense Ratio

As of December 31, 2019
A 2.55%
B 3.13%
C 3.13%
F 1.41%
L 3.17%
T8A 2.53%
T8B 3.15%
T8C 3.04%
PTF 0.97%