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 Royal Bank of Canada 8.6%
2 National Bank of Canada 8.2%
3 Bank of Nova Scotia 6.4%
4 Bank of Montreal 6.0%
5 Toronto-Dominion Bank 5.9%
6 Canadian Imperial Bank of Commerce 5.9%
7 Manulife Financial Corp. 4.9%
8 Laurentian Bank of Canada 4.3%
9 Great West Lifeco 3.8%
10 Power Financial Corp. 3.7%
TOTAL 57.7%

Fund Management Expense Ratio

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