Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Stoneridge Mutual Funds
View all of Stoneridge’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Stoneridge Funds List
Share Class Type
1 to 25 of 68 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 | — | −0.47% | 93 | 2.100% | High | Institutional | $500,000 | |
| Stone Ridge Diversified Alternatives J | SRDBX | Multistrategy | — | −0.66% | 94 | 2.400% | High | Institutional | $500,000 | |
| Lifex Income Fund 1948F | LFADX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1948M | LFAAX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1949F | LFAFX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1949M | LFAEX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1950F | LFAIX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1950M | LFAHX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1951F | LFAKX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1951M | LFAJX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1952F | LFAMX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1952M | LFALX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1953F | LFFFX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1953M | LFFMX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1954F | LFAOX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1954M | LFANX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1955F | LFAQX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1955M | LFAPX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1956F | LFAUX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1956M | LFASX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1957F | LFAWX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1957M | LFAVX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1958F | LFFWX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1958M | LFFEX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
| Lifex Income Fund 1959F | LFAZX | Target Maturity | — | — | — | — | 1.000% | High | No Load | — |
Stoneridge Funds - Default List Criteria
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
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank