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Mutual Funds

Stone Select Growth Class

Suitable for investors who maintain a long-term focus and wish to have diversified exposure to the Canadian natural resource sector, particularly those engaged in the oil & gas and mineral sectors.



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Cartier Iron Corp. 13.5%
2 AES Corp. 4.2%
3 Lundin Mining Corp. 3.9%
4 AltaGas Ltd. 3.2%
5 Inter Pipeline Ltd. 3.2%
6 Suncor Energy Inc. 3.0%
7 Chevron Corp. 3.0%
8 Pattern Energy Group Inc. 2.9%
9 Innergex Renewable Energy Inc. 2.9%
10 Teck Resources Ltd., Cl. B 2.9%
TOTAL 42.7%

Fund Management Expense Ratio

As of December. 31, 2018
A 6.63
B 7.12
F 5.41
L 6.99
Stone Co