Sleep well, knowing
you’ll have the financial
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 7.9%
2 Royal Bank of Canada 7.5%
3 Toronto-Dominion Bank 6.3%
4 Microsoft Corp. 5.2%
5 Brookfield Asset Management Inc., Cl. A 4.5%
6 Stryker Corp. 3.7%
7 AES Corp. 3.6%
8 Visa 3.6%
9 Abbott Laboratories 3.5%
10 TFI International Inc. 3.2%
TOTAL 49%

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