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 Apple Inc. 5.2%
2 JPMorgan Chase & Co. 4.4%
3 Applied Materials Inc. 4.1%
4 Abbvie Inc. 4.0%
5 Walgreen Boots Alliance Inc. 3.8%
6 KLA Tencor Corp. 3.7%
7 Bank of America Corp. 3.6%
8 ABB Ltd. 3.6%
9 Honeywell International Inc. 3.4%
10 Walt Disney Co. 3.3%
TOTAL 39.1%

Fund Management Expense Ratio

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