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 Toronto-Dominion Bank 5.5%
2 Canadian Imperial Bank of Commerce 4.9%
3 Manulife Financial Corp. 4.7%
4 Pembina Pipeline Corporation 4.1%
5 Fortis Inc. 4.1%
6 Royal Bank of Canada 4.0%
7 Bank of Montreal 4.0%
8 TC Energy Corp. 4.0%
9 Bank of Nova Scotia 3.9%
10 Emera Inc. 3.9%
TOTAL 43.1%

Fund Management Expense Ratio

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