Sleep well, knowing
you’ll have the financial
resources to live well

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 $ 13.3626 $ 13.3913 -0.21% $ 4,577,976 19-03-2019
*B $ 12.0987 $ 12.1249 -0.22% $ 3,491,018 19-03-2019
F $ 16.5973 $ 16.6325 -0.21% $ 1,665,823 19-03-2019
T8A $ 4.9858 $ 4.9965 -0.21% $ 1,716,212 19-03-2019
*T8B $ 4.7074 $ 4.7176 -0.22% $ 1,916,040 19-03-2019
*T8C $ 4.7184 $ 4.7286 -0.21% $ 402,739 19-03-2019
L $ 17.5365 $ 17.5744 -0.22% $ 487,769 19-03-2019
* 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 2.2 (1.5) (6.7) 5.3 4.2 7.0 6.4 9.7 6.0
Last Update: 2-28-19

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