Stone Harbor Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return -2.6 -6.7 12.3 12.4 -7.1
Category Average -2.9 -9.2 11.0 11.3 -5.7
Assets for Each Yr* 4.4 3.0 2.9 2.6 2.4
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family -7.12 5.65 0.92

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
2,414 $1,000,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- 0.11 0.61 Very Low
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond 2.7 57.86 0.50 Very Low
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 1 0
0 0 0
0 0 0
Asset Allocation %
Cash 16.7
Stocks 0.1
Bonds 82.0
Other 1.1
Annual Turnover % 108
% Assets in Top 10 ---
 
Sector Breakdown (% of stocks) 
Sensitive 0.0
Communication Services 0.0
Energy 0.0
Industrials 0.0
Technology 0.0
Cyclical 9.8
Basic Materials 0.0
Consumer Cyclical 9.8
Financial Services 0.0
Real Estate 0.0
Defensive 14.5
Consumer Defensives 0.0
Healthcare 0.0
Utilities 14.5

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-12-18

  Sector YTD Return % % Net Assets  
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Best 5-Year Relative Performance | More
10-12-18

Worst 5-Year Relative Performance | More
10-12-18

Lowest Expenses | More
10-12-18

Longest Manager Tenure | More
10-12-18

Fund Name Manager Name Average Manager Tenure
Stone Harbor High Yield Bond Instl Peter J. Wilby 8
Stone Harbor Emerging Mkts Debt Instl Pablo Cisilino 8
Stone Harbor Local Markets Institutional Pablo Cisilino 6
Stone Harbor Emerg Mkts Corp Dbt Instl Pablo Cisilino 6
Stone Harbor Investment Grade Instl Roger M. Lavan 5

Shortest Manager Tenure | More
10-12-18

Fund Name Manager Name Average Manager Tenure
Stone Harbor 500 Plus Instl Roger M. Lavan 2
Stone Harbor Emkts Dbt Allc Instl Pablo Cisilino 3
Stone Harbor Investment Grade Instl Roger M. Lavan 5
Stone Harbor Strategic Income Instl Daniel Berkery 5
Stone Harbor Emerg Mkts Corp Dbt Instl Pablo Cisilino 6
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