Stone & Co Growth Industries Series L

 (MUTF_CA:SCL599)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week
   
-0.40%  
4 week
   
-0.89%  
3 month
   
-0.45%  
YTD
   
-8.40%  
1 year
   
-9.82%  
3 years*   +4.02%
   
5 years*   -  
*annualized
Best 3 month return+15.82%  
Worst 3 month return-10.22%  

Morningstar statistics

Morningstar category: Canadian Focused Small/Mid Cap Equity
  Return Risk Rating
3 years Average Average
5 years     -     - -
10 years     -     - -
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets968,980.00 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.50%  
Fund familyStone Asset Management Limited 

Asset allocation

Cash99.98%  
Stocks0.02%  
Bonds0.00%  
Other0.00%  

Purchase information

InitialCA$1,000  
AdditionalCA$25  
IRA InitialCA$1,000  
AIP InitialCA$25  
AIP AdditionalCA$25  
12.080.00(0.00%)
Jun 23, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment objective of the Fund is to provide superior capital growth by investing primarily in a diversified portfolio of Canadian equity securities. The Fund shall invest in such securities directly and indirectly with derivative instruments. Growth industries shall include but not be limited to software, hardware, telecommunications, and life sciences, health care, financial services, media, leisure, entertainment, advanced manufacturing and merchandising companies.
Asset managers:
Michael Giordano (Started: Jul 1, 2015)
Todd D'Amico (Started: Jun 1, 2008)
Advisor Company:
Stone Asset Management Limited
36 Toronto Street, Suite 710, Suite 710
416 360 3401 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -7.77 0.69     -     -
Beta* 0.37 0.55     -     -
Mean annual return -0.72 0.34     -     -
R-squared* 17.03 27.78     -     -
Standard deviation 10.85 10.82     -     -
Sharpe ratio -0.84 0.30     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Boyd Group Income Fund (BFGIF) 0.02%