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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 Royal Bank of Canada 6.9%
2 Bank of Nova Scotia 6.8%
3 Toronto-Dominion Bank 5.0%
4 Microsoft Corp. 4.7%
5 TFI International Inc. 4.4%
6 Cargojet Inc. 4.3%
7 Abbott Laboratories 4.2%
8 Brookfield Asset Management Inc., Cl. A 4.1%
9 Visa 3.7%
10 Costco Wholesale Corp. 3.0%
TOTAL 47.1%

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%