LIFEX Income Fund 1948M — new fund registration

STONE RIDGE TRUST registered 64 new fund series on Form 485APOS, filed 2023-08-09. Featured series: LIFEX Income Fund 1948M.

Registration

Series & classes (64)

Showing 25 of 64 series/class rows.

SeriesClassTickerNew
LIFEX Income Fund 1948MLIFEX Income Fund 1948MYes
LIFEX Income Fund 1952FLIFEX Income Fund 1952FYes
LIFEX Income Fund 1953MLIFEX Income Fund 1953MYes
LIFEX Income Fund 1953FLIFEX Income Fund 1953FYes
LIFEX Income Fund 1954MLIFEX Income Fund 1954MYes
LIFEX Income Fund 1954FLIFEX Income Fund 1954FYes
LIFEX Income Fund 1955MLIFEX Income Fund 1955MYes
LIFEX Income Fund 1955FLIFEX Income Fund 1955FYes
LIFEX Income Fund 1956MLIFEX Income Fund 1956MYes
LIFEX Income Fund 1956FLIFEX Income Fund 1956FYes
LIFEX Income Fund 1957MLIFEX Income Fund 1957MYes
LIFEX Income Fund 1948FLIFEX Income Fund 1948FYes
LIFEX Income Fund 1957FLIFEX Income Fund 1957FYes
LIFEX Income Fund 1958MLIFEX Income Fund 1958MYes
LIFEX Income Fund 1958FLIFEX Income Fund 1958FYes
LIFEX Income Fund 1959MLIFEX Income Fund 1959MYes
LIFEX Income Fund 1959FLIFEX Income Fund 1959FYes
LIFEX Income Fund 1960MLIFEX Income Fund 1960MYes
LIFEX Income Fund 1960FLIFEX Income Fund 1960FYes
LIFEX Income Fund 1961MLIFEX Income Fund 1961MYes
LIFEX Income Fund 1961FLIFEX Income Fund 1961FYes
LIFEX Income Fund 1962MLIFEX Income Fund 1962MYes
LIFEX Income Fund 1949MLIFEX Income Fund 1949MYes
LIFEX Income Fund 1962FLIFEX Income Fund 1962FYes
LIFEX Income Fund 1963MLIFEX Income Fund 1963MYes

Fees (from the effective prospectus)

Investment objective

The LifeX Income Fund 1948Ms (the Fund) investment objective is to achieve income and a high level of reliable monthly distributions while maintaining the safety of the principal amount of the Funds investments until the Reorganization (as defined below). The combined investment objective of the Fund and the Successor Fund (as defined below) is to achieve, during the lifetime of the Funds shareholders up to age 100, income and a high level of reliable monthly distributions while maintaining the safety of the principal amount of the Funds and the Successor Funds investments. The Fund is only be…

Other filings by this registrant (15)

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