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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.



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Stone Global Growth Fund, Sr. A 10.7%
2 Microsoft Corp 6.4%
3 Amazon.com Inc 6.4%
4 Alphabet Inc., Cl. C 5.8%
5 Mastercard Inc 4.2%
6 UnitedHealth Group Inc. 4.0%
7 AES Corp 3.6%
8 Bank of America Corp 3.0%
9 Kinaxis Inc 2.9%
10 Costco Wholesale Corp 2.8%
TOTAL 49.8%

Fund Management Expense Ratio

As of June 30, 2019
A 3.38
B 3.90
F 2.40
L 3.89
T8A 3.34
T8B 3.81
T8C 3.75
Stone Co