Stone Harbor Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-6.7412.3112.38-8.5711.86
    Category Average-9.2011.0411.32-5.559.68
    Assets for Each Yr*3.012.892.582.341.99
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.86 4.08 1.96

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,993 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.14 0.61 Very Low
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.2 70.58 0.50 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor Emergin James E. Craige 7.90
    Stone Harbor Local M James E. Craige 6.70
    Stone Harbor Emerg M James E. Craige 6.20
    Stone Harbor Strateg James E. Craige 5.70
    Stone Harbor High Yi Peter J. Wilby 4.90

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor 500 Plu Roger M. Lavan 2.10
    Stone Harbor Emkts D James E. Craige 4.20
    Stone Harbor Investm Roger M. Lavan 4.70
    Stone Harbor High Yi Peter J. Wilby 4.90
    Stone Harbor Strateg James E. Craige 5.70