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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.



Growth of $10,000 Since Inception (Series F)

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Stone Global Growth Fund, Sr. F 3.6%
2 Cigna Corp 3.0%
3 UnitedHealth Group Inc. 2.9%
4 Allkem Ltd 2.9%
5 Steris plc 2.8%
6 Accenture Limited 2.8%
7 Applied Materials Inc 2.5%
8 Visa 2.4%
9 HCA Holdings Inc 2.3%
10 Hubbell Inc 2.3%
TOTAL 27.5%

Fund Management Expense Ratio

As of December 31, 2021
A 3.12%
B 3.64%
F 2.04%
L 3.62%
T8A 3.08%
T8B 3.60%
T8C 3.54%
PTF 1.69%
R 3.74%