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Mutual Funds

Stone Global Growth Fund

Suitable for investors seeking a core foreign holding within their portfolio. The Fund is acceptable for investors with mid to long-term investment horizons.



Growth of $10,000 Since Inception (Series F)

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Nvidia Corp 2.4%
2 Visa 2.2%
3 Alphabet Inc Cl C 2.2%
4 Costco Wholesale Corp 2.2%
5 Linde plc 2.2%
6 Microsoft Corp 2.1%
7 Amphenol Corporation Cl A 2.1%
8 Intuit Inc 2.0%
9 Adobe Systems Inc 2.0%
10 Waste Connections Inc 1.9%
TOTAL 21.3%

Fund Management Expense Ratio

As of December 31, 2021
A 2.54%
B 3.14%
F 1.42%
L 3.09%
T8A 2.59%