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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 $ 13.4988 $ 13.5411 -0.31% $ 5,420,381.86 16-09-2019
*B $ 12.1925 $ 12.2313 -0.32% $ 3,281,584.04 16-09-2019
F $ 16.8519 $ 16.9032 -0.30% $ 1,761,143.39 16-09-2019
T8A $ 4.8523 $ 4.8675 -0.31% $ 1,439,409.78 16-09-2019
*T8B $ 4.5703 $ 4.5847 -0.31% $ 1,658,413.26 16-09-2019
*T8C $ 4.5823 $ 4.5968 -0.31% $ 384,121.38 16-09-2019
L $ 17.6751 $ 17.7312 -0.32% $ 487,504.76 16-09-2019
* 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 (0.9) 0.7 3.3 9.0 (3.1) 9.6 6.1 8.3 6.5
Last Update: 8-31-19

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