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 Bank of America Corp. 4.7%
2 JPMorgan Chase & Co. 4.6%
3 Northern Trust Corp. 4.6%
4 State Street Corp. 3.5%
5 Exxon-Mobil Corp. 3.3%
6 Royal Dutch Shell PLC 3.2%
7 Applied Materials Inc. 3.1%
8 United Parcel Service Inc. 3.0%
9 International Business Machines Corp. 3.0%
10 Nestle SA 2.9%
TOTAL 35.9%

Fund Management Expense Ratio

As of December 31, 2018
A 3.62
F 2.47
Stone Co