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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 $ 15.1849 $ 15.1721 0.08% $ 5,883,305.81 23-01-2020
*B $ 13.6895 $ 13.6781 0.08% $ 3,308,709.48 23-01-2020
F $ 19.0251 $ 19.0085 0.09% $ 2,358,975.06 23-01-2020
T8A $ 5.3235 $ 5.3190 0.08% $ 1,578,281.49 23-01-2020
*T8B $ 5.0047 $ 5.0006 0.08% $ 1,700,582.93 23-01-2020
*T8C $ 5.0191 $ 5.0149 0.08% $ 429,899.58 23-01-2020
L $ 19.8463 $ 19.8298 0.08% $ 461,997.66 23-01-2020
* 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
F 0.5 9.0 8.6 17.9 17.9 10.3 6.4 8.3 6.8
Last Update: 12-31-19

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
Stone Co