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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 $ 17.5809 $ 17.5223 0.33% $ 4,495,429.11 06-07-2022
*B $ 15.6698 $ 15.6179 0.33% $ 2,153,039.38 06-07-2022
F $ 22.6062 $ 22.5303 0.34% $ 3,982,634.67 06-07-2022
O $ 10.0293 $ 9.9951 0.34% $ 35,833.35 06-07-2022
R $ 10.7080 $ 10.6725 0.33% $ 14,057,153.65 06-07-2022
R2 $ 10.7094 $ 10.6737 0.33% $ 2,196,653.13 06-07-2022
T8A $ 5.0565 $ 5.0396 0.33% $ 1,326,613.16 06-07-2022
*T8B $ 4.6961 $ 4.6806 0.33% $ 606,530.36 06-07-2022
*T8C $ 4.7165 $ 4.7008 0.33% $ 263,642.93 06-07-2022
L $ 22.7199 $ 22.6446 0.33% $ 381,519.36 06-07-2022
PTF $ 10.1666 $ 10.1323 0.34% $ 459,559.59 06-07-2022
* 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 0.4 (4.9) (9.1) (12.7) 2.3 12.2 11.0 11.5 7.3 2001-09-30
Last Update: 5-31-22

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)