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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 $ 13.3890 $ 13.5815 -1.42% $ 5,213,014.47 6/25/2019
*B $ 12.1054 $ 12.2796 -1.42% $ 3,315,214.56 6/25/2019
F $ 16.6737 $ 16.9129 -1.41% $ 1,754,424.89 6/25/2019
T8A $ 4.9041 $ 4.9746 -1.42% $ 1,490,738.83 6/25/2019
*T8B $ 4.6243 $ 4.6908 -1.42% $ 1,668,965.53 6/25/2019
*T8C $ 4.6358 $ 4.7025 -1.42% $ 382,414.57 6/25/2019
L $ 17.5474 $ 17.7999 -1.42% $ 484,467.10 6/25/2019
* 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
F (4.1) 2.6 1.3 8.2 4.0 8.2 7.8 8.6 6.5
Last Update: 5-31-19

CALENDAR RETURNS

Series 20182017201620152014201320122011201020092008
F 8.1 5.2 (8.9) 11.8 24.2 28.7 3.3 (5.2) 4.0 23.0 (44.3)
Stone Co