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Mutual Funds

Stone Global Growth Fund

Suitable for investors seeking a core foreign holding within their portfolio. The Fund is acceptable for investors with mid to long-term investment horizons.



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Amazoncom Inc 3.1%
2 Align Technology Inc 2.8%
3 Paypal Holdings Inc 2.7%
4 Adobe Systems Inc 2.7%
5 Mastercard Inc 2.4%
6 Visa 2.3%
7 Global Payments Inc 2.3%
8 Match Group Inc 2.2%
9 Salesforcecom 2.0%
10 SP Global Inc 1.9%
TOTAL 24.4%

Fund Management Expense Ratio

As of December 31, 2017
A 2.86
B 3.47
F 1.52
L 3.44
T8A 2.94
T8B 3.51
Stone Co