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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 13.7%
2 UnitedHealth Group Inc. 7.1%
3 Microsoft Corp 6.7%
4 Amazon.com Inc 6.2%
5 Alphabet Inc., Cl. C 5.3%
6 Visa 5.0%
7 Mastercard Inc 3.4%
8 AES Corp 3.4%
9 Bank of America Corp 3.2%
10 Accenture Limited 3.0%
TOTAL 57%

Fund Management Expense Ratio

As of December 31, 2017
A 3.26
B 3.81
F 1.90
L 3.79
T8A 3.21
T8B 3.75
T8C 3.66
Stone Co