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 HCA Holdings Inc. 7.1%
2 Toronto-Dominion Bank 6.2%
3 UnitedHealth Group Inc. 6.2%
4 Home Depot Inc. 6.0%
5 Royal Bank of Canada 5.6%
6 Pfizer Inc. 5.5%
7 Cascades Inc., 5.500%, 7/15/22 5.4%
8 Diageo PLC 5.3%
9 Canadian National Railway Co. 5.2%
10 Walt Disney Co. 5.1%
TOTAL 57.6%

Fund Management Expense Ratio

As of December 31, 2018
A 4.04
F 2.95
Stone Co