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

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 Waste Connections Inc 2.5%
2 Costco Wholesale Corp 2.3%
3 Visa 2.1%
4 Rollins Inc 2.0%
5 Coca Cola Company 2.0%
6 Hermes International 2.0%
7 Cintas Corp 1.9%
8 Microsoft Corp 1.9%
9 Charles Schwab Corp 1.9%
10 Apple Inc 1.9%
TOTAL 20.5%

Fund Management Expense Ratio

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