Sleep well, knowing
you’ll have the financial
resources to live well

Stone Dividend Yield Hog Fund



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

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Canadian Imperial Bank of Commerce 5.4%
2 Toronto-Dominion Bank 5.3%
3 Emera Inc. 4.8%
4 Fortis Inc. 4.6%
5 Manulife Financial Corp. 4.5%
6 National Bank of Canada 4.2%
7 Bank of Nova Scotia 4.2%
8 Bank of Montreal 4.1%
9 Power Corp. of Canada 4.1%
10 Royal Bank of Canada 4.0%
TOTAL 45.2%

Fund Management Expense Ratio

As of December 31, 2020
A 3.74%
F 2.37%
T5A 3.77%