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 5.0%
2 Manulife Financial Corp. 5.0%
3 Fortis Inc. 4.2%
4 Brookfield Infrastructure Partners L.P. 4.1%
5 TC Energy Corp. 4.0%
6 National Bank of Canada 4.0%
7 Royal Bank of Canada 4.0%
8 Emera Inc. 3.9%
9 Bank of Montreal 3.9%
10 Toronto-Dominion Bank 5.6%
TOTAL 43.7%

Fund Management Expense Ratio

As of December 31, 2021
A 3.68%
F 2.29%
T5A 3.71%