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Stone Harbor Emerging Markets Debt Fund Institutional Class (SHMDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.20-0.06 (-0.83%)
At close: 08:01PM EDT
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Stone Harbor Emerging Markets Debt Fund Institutional Class

Stone Harbor Investment Funds

One International Place, C/O Ropes & Gray LLP

BOSTON MA 02110

866-699-8125
Management Information
Peter Wilby,Lead Manager since August 15, 2007
Peter founded the team in 1989. Prior to founding Stone Harbor in 2006, Peter was Chief Investment Officer of North American Fixed Income at Citigroup Asset Management, as well as a member of Citigroup Asset Management’s Executive Committee. Additionally, he served as Senior Portfolio Manager responsible for directing investment policy and strategy for all Emerging Markets Debt and High Yield portfolios. Peter was the Head of Fixed Income, a Senior Portfolio Manager for Emerging Markets Debt and High Yield, and a member of the Investment Policy Committee at Salomon Brothers Asset Management. Earlier in his career Peter was at Prudential Investment Co. where he was a Fixed Income Portfolio Manager specializing in High Yield Debt securities and also Director of the Credit Research Unit, responsible for all Corporate and Sovereign Credit Research. He began his career at Deloitte, Haskin & Sells where he served in the Audit and Tax Department. He is a Certified Public Accountant and member of the CFA Institute, the CFA Society New York, and the Council on Foreign Relations. He attained a BBA and MBA in Accounting from Pace University.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEmerging Markets Bond
Fund FamilyStone Harbor
Net Assets929.11M
YTD Return-7.99%
Yield4.93%
Morningstar Rating★★
Inception DateAug 15, 2007

Fund Operations

Last Dividend0.10
Last Cap Gain0.00
Holdings Turnover106.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSHMDXCategory Average
Annual Report Expense Ratio (net)0.73%1.00%
Prospectus Net Expense Ratio0.73%N/A
Prospectus Gross Expense Ratio0.73%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.79%
Max Deferred Sales LoadN/A1.19%
3 Yr Expense Projection233N/A
5 Yr Expense Projection406N/A
10 Yr Expense Projection906N/A
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