SHRMX Mutual Fund

SHRMX Mutual Fund (Stone Ridge High Yield Reinsurance Risk Premium Fund Class M) is managed by Stone Ridge Asset Management with $97.6M in net assets. SHRMX expense ratio is 1.91%, holding 345 positions across sectors including Real Estate, Financials. Inception date: 2013-02-01.

SHRMX performance shows a YTD return of 5.22%. The 1-year return is 13.52% and the 5-year return is 10.04%. SHRMX dividend yield stands at 12.84%, paid quarterly.

SHRMX top holdings include Rondout (artex Segregated Account Company) (4.2%), Fidelity Inv Mmkt Govt-I 12/31/2031 (1.9%), Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (1.9%), Hudson Charles 3 (Mt. Logan Re) (1.6%), Cape Lookout Re Ltd. 11.182 03/13/2032 (1.4%). Go to all SHRMX holdings, SHRMX sectors, or SHRMX dividends.

SHRMX can be compared against other funds. Use SHRMX overlap to find shared positions, or SHRMX vs another fund for a side-by-side view. SHRMX alternatives are available via the screener, along with tax-loss harvesting opportunities.