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

Mutual Funds

Stone Global Balanced Fund

Ideal as a core holding for investors wanting exposure to domestic and foreign equities, as well as fixed income securities.



Purchase Options

Series Current NAVPS Prior NAVPS NAVPS Change Net Asset Value Last Updated
AA $ 21.2122 $ 21.1069 0.50% $ 12,804,260.09 2022-12-01
*BB $ 21.1660 $ 21.0612 0.49% $ 282,934.10 2022-12-01
FF $ 24.2972 $ 24.1758 0.50% $ 6,872,117.89 2022-12-01
O $ 10.0000 $ 10.0000 0% $ 10.00 2022-12-01
T8A $ 5.2405 $ 5.2145 0.50% $ 10,925,804.21 2022-12-01
*T8B $ 4.9796 $ 4.9549 0.49% $ 7,323,182.17 2022-12-01
*T8C $ 4.8889 $ 4.8647 0.50% $ 870,527.98 2022-12-01
L $ 15.6781 $ 15.6005 0.49% $ 1,367,197.43 2022-12-01
* Closed to new purchases.

Fund Performance (%)

Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date
FF 1.8 (4.7) (4.9) (18.5) (16.4) 1.0 2.2 5.3 6.5 2008-12-31
Last Update: 10-31-22

CALENDAR RETURNS

Series 20212020201920182017201620152014201320122011
FF 7.8 14.8 12.9 (1.9) 8.9 0.3 9.0 8.3 14.4 8.8 1.8