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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 $ 22.2926 $ 22.2317 0.27% $ 12,682,242.79 21-01-2020
*BB $ 21.2797 $ 21.2217 0.27% $ 699,348.00 21-01-2020
FF $ 24.1198 $ 24.0535 0.28% $ 8,010,060.23 21-01-2020
T8A $ 7.1907 $ 7.1711 0.27% $ 19,094,787.54 21-01-2020
*T8B $ 6.8981 $ 6.8793 0.27% $ 21,664,782.16 21-01-2020
*T8C $ 6.8859 $ 6.8672 0.27% $ 2,515,789.97 21-01-2020
L $ 16.6843 $ 16.6388 0.27% $ 2,332,336.30 21-01-2020
* 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 (0.2) 2.8 3.1 12.9 12.9 6.4 5.7 7.3 8.2
Last Update: 12-31-19

CALENDAR RETURNS

Series 20192018201720162015201420132012201120102009
FF 12.9 (1.9) 8.9 0.3 9.0 8.3 14.4 8.8 1.8 11.4 18.2
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