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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 $ 19.5627 $ 19.4648 0.50% $ 11,385,571 15-01-2019
*BB $ 18.7246 $ 18.6310 0.50% $ 946,304 15-01-2019
FF $ 21.0406 $ 20.9350 0.50% $ 7,814,508 15-01-2019
T8A $ 6.8004 $ 6.7664 0.50% $ 18,421,625 15-01-2019
*T8B $ 6.5434 $ 6.5107 0.50% $ 25,077,157 15-01-2019
*T8C $ 6.5297 $ 6.4971 0.50% $ 2,798,670 15-01-2019
L $ 14.6859 $ 14.6125 0.50% $ 2,993,777 15-01-2019
* 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
T8A Composite (2.0) (6.1) (5.7) (2.4) (2.4) 1.6 4.1 7.1 5.0
Last Update: 12-31-18

CALENDAR RETURNS

Series 20182017201620152014201320122011201020092008
A/T8A Composite 8.0 0.9 10.3 18.4 (14.4)
Stone Co