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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 UnitedHealth Group Inc. 3.5%
3 Cigna Corp 3.5%
4 TJX Companies Inc. 2.7%
5 AmerisourceBergen Corp 2.7%
6 Starlight Private Real Estate Pool Series I 2.7%
7 ATS Automation Tooling Systems Inc 2.7%
8 Allkem Ltd 2.6%
9 Motorola Solutions Inc 2.5%
10 AES Corp 2.4%
TOTAL 28.9%

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%