Stone American Dividend Growth Fund
Fund Facts
Growth of $10,000 Since Inception
Portfolio Composition (%)
Top 10 Holdings (%)
| HOLDINGS | ||
|---|---|---|
| 1 | Walmart Inc. | 3.2% |
| 2 | Walt Disney Co. | 3.0% |
| 3 | Apple Inc. | 3.0% |
| 4 | JPMorgan Chase & Co. | 3.0% |
| 5 | Bank of America Corp. | 2.9% |
| 6 | Coca-Cola Company | 2.9% |
| 7 | AES Corp. | 2.8% |
| 8 | Costco Wholesale Corp. | 2.7% |
| 9 | Abbott Laboratories | 2.7% |
| 10 | State Street Corp. | 2.5% |
| TOTAL | 28.7% | |
Fund Management Expense Ratio
| As of June 30, 2019 | |
|---|---|
| A | 3.21 |
| F | 2.08 |
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