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Mutual Funds

Stone Dividend Growth Class

Suitable for investors seeking Canadian large-cap exposure, combining growth potential over the mid to long-term, dividend income, and lower risk than the S&P/TSX Composite Total Return Index.



Growth of $10,000 Since Inception (Series F)

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Royal Bank of Canada 5.9%
2 Toronto Dominion Bank 5.1%
3 Brookfield Asset Management 4.6%
4 Bank of Nova Scotia 4.4%
5 TFI International Inc. 3.7%
6 Waste Connections Inc. 3.1%
7 Abbott Laboratories 3.1%
8 Microsoft Corp. 2.9%
9 Costco Wholesale Corp. 2.8%
10 Suncor Energy Inc. 2.7%
TOTAL 38.3%

Fund Management Expense Ratio

As of December 31, 2021
A 2.50%
B 3.10%
C 3.08%
F 1.36%
L 3.13%
T8A 2.47%
T8B 3.11%
T8C 3.02%
PTF 0.99%