STONE RIDGE Fund Family

Return to Fund Listings

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
STONE RIDGE TR BITCOIN STRAT I (BTCIX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
STONE RIDGE BITCOIN STRATEGY M (BTCMX)
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1 $0.00 $0.00 $0.00 $0.00
STONE RIDGE TR DVRSFD ALTR I (SRDAX)
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1 $0.00 $0.00 $0.00 $0.00
STONE RIDGE TR DVRSFD ALTR M (SRDBX)
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1 $2,500.00 $0.00 $2,500.00 $0.00
STONE RIDGE US HEDGED EQUITY I (VRLIX)
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1 $5,000,000.00 $0.00 $5,000,000.00 $0.00
STONE RIDGE US HEDGED EQUITY M (VRLMX)
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1 $5,000,000.00 $0.00 $5,000,000.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.