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

Mutual Funds

Stone Global Balanced Fund

Ideal as a core holding for investors wanting exposure to domestic and foreign equities, as well as fixed income securities.



Purchase Options

Series Current NAVPS Prior NAVPS NAVPS Change Net Asset Value Last Updated
AA $ 21.2681 $ 21.1852 0.39% $ 11,983,310 19-08-2019
*BB $ 20.3256 $ 20.2468 0.39% $ 775,224 19-08-2019
FF $ 22.9518 $ 22.8612 0.40% $ 7,964,145 19-08-2019
T8A $ 7.0785 $ 7.0508 0.39% $ 19,045,745 19-08-2019
*T8B $ 6.7995 $ 6.7731 0.39% $ 22,235,542 19-08-2019
*T8C $ 6.7866 $ 6.7602 0.39% $ 2,744,493 19-08-2019
*L $ 15.9384 $ 15.8766 0.39% $ 2,571,030 19-08-2019
* Closed to new purchases.

Fund Performance (%)

Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception
FF 0.1 (1.2) 6.8 9.6 3.5 5.2 5.8 7.9 8.2
Last Update: 7-31-19

CALENDAR RETURNS

Series 20182017201620152014201320122011201020092008
FF (1.9) 8.9 0.3 9.0 8.3 14.4 8.8 1.8 11.4 18.2
Stone Co