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

Stone Global Strategy Fund



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Home Depot Inc. 7.1%
2 HCA Holdings Inc. 6.9%
3 Toronto-Dominion Bank 6.7%
4 Royal Bank of Canada 6.2%
5 Cascades Inc., 5.500%, 7/15/22 5.9%
6 UnitedHealth Group Inc. 5.8%
7 Diageo PLC 5.7%
8 Pfizer Inc. 5.5%
9 Canadian National Railway Co. 5.4%
10 Bank of America Corp. 5.0%
TOTAL 60.2%

Fund Management Expense Ratio

As of June 30, 2019
A 3.78
F 2.59
Stone Co