Stone Harbor Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-6.7412.3112.38-8.57--
    Category Average-9.2011.0411.32-5.552.31
    Assets for Each Yr*3.012.892.582.342.34
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -8.57 4.89 0.94

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,340 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.10 0.61 Very Low
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.4 57.00 0.50 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor High Yi Peter J. Wilby 8.60
    Stone Harbor Emergin Pablo Cisilino 7.90
    Stone Harbor Local M Pablo Cisilino 6.40
    Stone Harbor Emerg M Pablo Cisilino 5.90
    Stone Harbor Investm Roger M. Lavan 5.10

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor 500 Plu Roger M. Lavan 2.00
    Stone Harbor Emkts D Pablo Cisilino 3.70
    Stone Harbor Investm Roger M. Lavan 5.10
    Stone Harbor Strateg Daniel Berkery 5.10
    Stone Harbor Emerg M Pablo Cisilino 5.90