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 State Street Corp. 4.6%
2 JPMorgan Chase & Co. 4.4%
3 Bank of America Corp. 4.2%
4 International Business Machines Corp. 3.9%
5 Apple Inc. 3.8%
6 Cisco Systems, Inc. 3.6%
7 Unilever PLC 3.6%
8 Qualcomm Inc 3.6%
9 Merck & Co. Inc. 3.5%
10 Northern Trust Corp. 3.4%
TOTAL 38.6%

Fund Management Expense Ratio

As of June 30, 2019
A 3.21
F 2.08
Stone Co