Morningstar

Stoneridge

Stoneridge Investments

Mutual Funds

View All Stoneridge Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

4.54 Bil

Investment Flows (TTM)

1.03 Bil

Asset Growth Rate (TTM)

32.98%

# of Share Classes

6
Morningstar Rating # of Share Classes
2
0
0
0
0
Not Rated 4
Name
Morningstar Rating Overall
5-Year Category Rank
Stone Ridge Diversified Alternatives J—
Stone Ridge Diversified Alternatives I—
Stone Ridge Hi Yld Reinsurance Risk PrmI——
Stone Ridge Hi Yld Reinsurance Risk PrmM——
Lifex Inflation-Protected Income 1963M——
View All 5-Star Standouts

Exchange-Traded Funds

View All Stoneridge ETFs

Market

US ETFs ex FoF ex Feeder

# of Share Classes

32
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 32
Name
Morningstar Rating Overall
5-Year Category Rank
Stone Ridge 2052 Longevity Income ETF——
Stone Ridge 2063 Inf-Prt Lon Inc ETF——
Stone Ridge 2053 Inf-Prt Lon Inc ETF——
Stone Ridge 2058 Longevity Income ETF——
Stone Ridge 2055 Longevity Income ETF——
View All 5-Star Standouts

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.

  • Category

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

  • 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.

  • 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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