SHRMX Mutual Fund

SHRMX Mutual Fund (Stone Ridge High Yield Reinsurance Risk Premium Fund Class M) is managed by Stone Ridge Asset Management with $100.8M in net assets. SHRMX expense ratio is 1.91%, holding 367 positions across sectors including Real Estate, Financials. Inception date: 2013-02-01.

SHRMX performance shows a YTD return of 8.98%. The 1-year return is 12.39% and the 5-year return is 10.65%. SHRMX dividend yield stands at 11.89%, paid quarterly.

SHRMX top holdings include Rondout (artex Segregated Account Company) (4.2%), Hudson Charles 3 (Mt. Logan Re) (1.6%), Alamo Re Ltd., Series A Floating Rate 2026-06-07 (1.5%), Long Point Re Iv Ltd (1.5%), Alamo Re Ltd Unsecured 144A 06/27 Var 7.75 06/07/2027 (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.