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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 US 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 $ 15.8155 $ 15.9170 -0.64% $ 5,694,806.47 07-07-2020
*B $ 14.2349 $ 14.3264 -0.64% $ 3,180,837.76 07-07-2020
F $ 19.9036 $ 20.0307 -0.63% $ 2,381,653.91 07-07-2020
T8A $ 5.3235 $ 5.3577 -0.64% $ 1,213,889.71 07-07-2020
*T8B $ 4.9970 $ 5.0291 -0.64% $ 1,534,086.57 07-07-2020
*T8C $ 5.0133 $ 5.0456 -0.64% $ 444,602.73 07-07-2020
L $ 20.6330 $ 20.7657 -0.64% $ 442,102.67 07-07-2020
* 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
F 4.6 9.6 6.1 5.6 15.1 11.1 5.4 9.3 7.0
Last Update: 5-31-20

CALENDAR RETURNS

Series 20192018201720162015201420132012201120102009
F 17.9 8.1 5.2 (8.9) 11.8 24.2 28.7 3.3 (5.2) 4.0 23.0