Stone Harbor Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-6.7412.3112.38-8.579.89
    Category Average-9.2011.0411.32-5.557.78
    Assets for Each Yr*3.012.892.582.341.91
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.89 3.03 1.54

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,913 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 70.29 0.50 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor Emergin James E. Craige 8.00
    Stone Harbor Local M James E. Craige 6.80
    Stone Harbor Emerg M James E. Craige 6.30
    Stone Harbor Strateg James E. Craige 5.70
    Stone Harbor High Yi Peter J. Wilby 5.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor 500 Plu Roger M. Lavan 2.20
    Stone Harbor Emkts D James E. Craige 4.30
    Stone Harbor Investm Roger M. Lavan 4.70
    Stone Harbor High Yi Peter J. Wilby 5.00
    Stone Harbor Strateg James E. Craige 5.70