Sleep well, knowing
you’ll have the financial
resources to live well

Stone Covered Call Canadian Banks Plus Fund



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 National Bank of Canada 8.7%
2 Toronto-Dominion Bank 8.5%
3 Bank of Montreal 8.5%
4 Bank of Nova Scotia 8.2%
5 Canadian Imperial Bank of Commerce 8.0%
6 Royal Bank of Canada 7.8%
7 Manulife Financial Corp. 5.3%
8 Great West Lifeco 5.2%
9 Sun Life Financial Inc. 5.1%
10 Brookfield Asset Management Inc., Cl. A 5.0%
TOTAL 70.3%

Fund Management Expense Ratio

As of June 30, 2019
A 3.18
F 2.10
Stone Co