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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 7.1%
2 Toronto Dominion Bank 6.1%
3 Brookfield Asset Management 5.4%
4 Bank of Nova Scotia 5.0%
5 TFI International Inc. 4.0%
6 Microsoft Corp. 3.4%
7 Visa 3.2%
8 Abbott Laboratories 3.1%
9 Waste Connections Inc. 2.9%
10 Suncor Energy Inc. 2.8%
TOTAL 43%

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%