Stoneridge Funds List | Morningstar

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Stoneridge Funds List

Share Class Type

1 to 6 of 6 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Stone Ridge Diversified Alternatives I	SRDAX	Multistrategy		—	5.16%	59	2.100%	High	Institutional	$500,000
Stone Ridge Diversified Alternatives J	SRDBX	Multistrategy		—	4.90%	61	2.400%	High	Institutional	$500,000
Lifex Income Fund 1963M	LFEMX	Target Maturity	—	—	—	—	1.000%	High	No Load	$0
Lifex Inflation-Protected Income 1963M	LIIMX	Target Maturity	—	—	—	—	1.000%	High	No Load	$0
Stone Ridge Hi Yld Reinsurance Risk PrmI	SHRIX	Miscellaneous Fixed Income	—	—	13.06%	—	1.700%	Above Average	Institutional	$25.0 Mil
Stone Ridge Hi Yld Reinsurance Risk PrmM	SHRMX	Miscellaneous Fixed Income	—	—	12.96%	—	1.850%	High	Institutional	$250,000

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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