Stone Harbor Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return-2.62-6.7412.3112.38-9.49
    Category Average-2.89-9.2011.0411.32-7.15
    Assets for Each Yr*4.363.012.892.582.36
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -9.49 3.35 -0.02

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,355 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.11 0.61 Very Low
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.3 57.68 0.50 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Vistra Energy Corp* Utilities 32.75 0.01

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor High Yi Peter J. Wilby 8.40
    Stone Harbor Emergin Pablo Cisilino 7.70
    Stone Harbor Local M Pablo Cisilino 6.30
    Stone Harbor Emerg M Pablo Cisilino 5.70
    Stone Harbor Investm Roger M. Lavan 4.90

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor 500 Plu Roger M. Lavan 1.80
    Stone Harbor Emkts D Pablo Cisilino 3.50
    Stone Harbor Investm Roger M. Lavan 4.90
    Stone Harbor Strateg Daniel Berkery 4.90
    Stone Harbor Emerg M Pablo Cisilino 5.70