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

Stone American Dividend Growth Fund



Purchase Options

Series Current NAVPS Prior NAVPS NAVPS Change Net Asset Value Last Updated
A $ 9.4401 $ 9.4812 -0.43% $ 2,752,103.06 21-01-2021
F $ 10.0999 $ 10.1435 -0.43% $ 769,161.26 21-01-2021
T5A $ 10.8438 $ 10.8909 -0.43% $ 1,477,764.17 21-01-2021
T5F $ 10.0000 $ 10.0000 0.00% $ 10.00 21-01-2021
* 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 Inception Date
F 1.1 6.4 12.1 6.6 6.6 3.8 4.9 n/a 6.9 2014-07-17
Last Update: 12-31-20

CALENDAR RETURNS

Series 20202019201820172016201520142013201220112010
F 6.6 12.8 (7.0) 5.2 8.0 11.9 8.4