Stone Covered Call Canadian Banks Plus Fund
Fund Facts
Growth of $10,000 Since Inception
Portfolio Composition (%)
Top 10 Holdings (%)
| HOLDINGS | ||
|---|---|---|
| 1 | Bank of Montreal | 8.5% |
| 2 | Bank of Nova Scotia | 8.4% |
| 3 | Toronto-Dominion Bank | 8.3% |
| 4 | Royal Bank of Canada | 8.3% |
| 5 | Canadian Imperial Bank of Commerce | 8.0% |
| 6 | National Bank of Canada | 7.9% |
| 7 | Power Financial Corp. | 5.0% |
| 8 | Brookfield Asset Management Inc., Cl. A | 5.0% |
| 9 | Great West Lifeco | 4.9% |
| 10 | Sun Life Financial Inc. | 4.8% |
| TOTAL | 69.1% | |
Fund Management Expense Ratio
| As of December 31, 2018 | |
|---|---|
| A | 3.42 |
| F | 2.37 |
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