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Stone Ridge Bitcoin Strategy I (BTCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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2.47820.0000 (0.00%)
As of 08:00PM EDT. Market open.

Stone Ridge Bitcoin Strategy I

US 10174

405 Lexington Ave., 55th Floor New York, NY 10174

STONE RIDGE TRUST

Management information
,Lead manager since 29 July 2021
Paul Germain, Portfolio Manager of Stone Ridge. Prior to joining Stone Ridge in 2015, Mr. Germain was the Global Head of Prime Services at Credit Suisse, where he worked from 2010 to 2015. Mr. Germain received his MBA from Harvard Business School and his BSE in Management from University of Pennsylvania (Wharton).
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familySTONE RIDGE
Net assets2.15M
YTD return-58.83%
Yield204.95%
Morningstar ratingN/A1
Inception date29 July 2021

Fund operations

Last dividend5.05
Last cap gain-33.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseBTCIXCategory average
Annual report expense ratio (net)1.43%N/A
Prospectus net expense ratio1.43%N/A
Prospectus gross expense ratio4.45%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A