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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 8.1%
2 Royal Bank of Canada 7.6%
3 Toronto-Dominion Bank 6.5%
4 Microsoft Corp. 5.5%
5 Brookfield Asset Management Inc., Cl. A 4.6%
6 Stryker Corp. 4.1%
7 Abbott Laboratories 3.9%
8 Visa 3.8%
9 AES Corp. 3.7%
10 TFI International Inc. 3.2%
TOTAL 51%

Fund Management Expense Ratio

As of December 31, 2018
A 2.67
B 3.26
C 3.24
F 1.51
L 3.29
T8A 2.64
T8B 3.28
T8C 3.16
Stone Co