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

Stone American Dividend Growth Fund



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
Stone Co