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Mutual Funds

Stone Growth Fund

Suitable for investors seeking exposure to an actively managed, long-term North American equity portfolio. The Portfolio Management team has the ability to invest up to 50% of the Fund in U.S. stocks, and can enhance performance by investing up to 15% of the Portfolio in small cap companies.



Purchase Options

Series Current NAVPS Prior NAVPS NAVPS Change Net Asset Value Last Updated
A $ 12.5341 $ 12.3539 1.46% $ 3,843,722 15-01-2019
*B $ 11.3589 $ 11.1958 1.46% $ 3,430,592 15-01-2019
F $ 15.5420 $ 15.3181 1.46% $ 1,565,513 15-01-2019
T8A $ 4.7370 $ 4.6689 1.46% $ 1,686,891 15-01-2019
*T8B $ 4.4762 $ 4.4119 1.46% $ 1,843,775 15-01-2019
*T8C $ 4.4863 $ 4.4218 1.46% $ 409,790 15-01-2019
L $ 16.4633 $ 16.2268 1.46% $ 394,605 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
A (6.4) (10.4) (6.8) 7.1 7.1 0.1 6.5 7.7 5.8
Last Update: 12-31-18

CALENDAR RETURNS

Series 20182017201620152014201320122011201020092008
A 7.1 3.8 (9.8) 10.8 23.3 27.7 2.4 (6.0) 3.0 21.8 (45.4)
Stone Co