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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 7.7%
2 Toronto Dominion Bank 5.9%
3 Brookfield Asset Management 5.8%
4 TFI International Inc. 5.3%
5 Microsoft Corp. 5.1%
6 Bank of Nova Scotia 4.8%
7 Abbott Laboratories 3.7%
8 Visa 3.6%
9 Costco Wholesale Corp. 2.9%
10 Power Corp. 2.9%
TOTAL 47.7%

Fund Management Expense Ratio

As of December 31, 2020
A 2.54%
B 3.13%
C 3.10%
F 1.40%
L 3.16%
T8A 2.52%
T8B 3.15%
T8C 3.04%
PTF 0.96%