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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 2.9%
2 Adobe Systems Inc 2.5%
3 Mastercard Inc 2.4%
4 Visa 2.4%
5 Paypal Holdings Inc 2.3%
6 Global Payments Inc 2.2%
7 Intuit Inc 2.1%
8 Match Group Inc 2.1%
9 SP Global Inc 2.1%
10 Costar Group 1.9%
TOTAL 22.9%

Fund Management Expense Ratio

As of June 30, 2019
A 2.91
B 3.27
F 1.88
L 3.23
T8A 2.99
T8B 3.23
Stone Co