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 Toronto-Dominion Bank 8.3%
2 Bank of Nova Scotia 8.2%
3 National Bank of Canada 8.2%
4 Canadian Imperial Bank of Commerce 8.2%
5 Royal Bank of Canada 8.1%
6 Bank of Montreal 8.0%
7 IA Financial Corp Inc 5.1%
8 Brookfield Asset Management Inc 5.0%
9 Laurentian Bank of Canada 5.0%
10 Manulife Financial Corp 5.0%
TOTAL 69.1%

Fund Management Expense Ratio

As of
Stone Co