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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 7.9%
2 Royal Bank of Canada 7.2%
3 Toronto-Dominion Bank 6.0%
4 Microsoft Corp. 4.8%
5 Brookfield Asset Management Inc., Cl. A 4.4%
6 AES Corp. 4.0%
7 Stryker Corp. 3.8%
8 Abbott Laboratories 3.6%
9 Visa 3.3%
10 Power Financial Corp. 3.1%
TOTAL 48.1%

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