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Mutual Funds

Stone Growth Fund

Suitable for investors seeking exposure to an actively managed, long-term North American equity portfolio. The Portfolio Management team has the ability to invest up to 50% of the Fund in US stocks, and can enhance performance by investing up to 15% of the Portfolio in small cap companies.



Purchase Options

Series Current NAVPS Prior NAVPS NAVPS Change Net Asset Value Last Updated
A $ 19.5503 $ 19.7360 -0.95% $ 7,675,671.78 2022-12-01
F $ 25.2496 $ 25.4885 -0.95% $ 4,158,120.65 2022-12-01
O $ 11.2932 $ 11.3994 -0.94% $ 38,701.21 2022-12-01
R $ 11.8772 $ 11.9902 -0.95% $ 14,695,313.67 2022-12-01
R2 $ 11.9079 $ 12.0210 -0.95% $ 2,346,761.18 2022-12-01
T8A $ 5.4020 $ 5.4533 -0.95% $ 2,116,261.78 2022-12-01
PTF $ 11.3809 $ 11.4884 -0.94% $ 512,458.62 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
F 7.0 3.9 5.2 (8.5) (3.5) 13.1 12.0 11.3 7.4 2001-09-30
Last Update: 10-31-22

CALENDAR RETURNS

Series 20212020201920182017201620152014201320122011
F 22.7 21.0 17.9 8.1 5.2 (8.9) 11.8 24.2 28.7 3.3 (5.2)