Stone Harbor Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return-2.62-6.7412.3112.38-0.65
    Category Average-2.89-9.2011.0411.32-0.28
    Assets for Each Yr*4.363.012.892.582.46
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.65 4.33 0.26

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,457 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.10 0.60 Very Low
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.2 58.32 0.50 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    Vistra Energy Corp* Utilities 31.44 0.02
    Denbury Resources Inc* Energy 90.50 0.00
    Midstates Petroleum Co Inc* Energy -20.87 0.00

    Best 5-Year Relative Performance | More
    05-24-18

    Worst 5-Year Relative Performance | More
    05-24-18

    Lowest Expenses | More
    05-24-18

    Highest Expenses | More
    05-24-18

    Longest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor High Yi Peter J. Wilby 7.90
    Stone Harbor Emergin Pablo Cisilino 7.30
    Stone Harbor Local M Pablo Cisilino 5.80
    Stone Harbor Emerg M Pablo Cisilino 5.30
    Stone Harbor Investm Roger M. Lavan 4.40

    Shortest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Stone Harbor 500 Plu Roger M. Lavan 1.30
    Stone Harbor Emkts D Pablo Cisilino 3.00
    Stone Harbor Investm Roger M. Lavan 4.40
    Stone Harbor Strateg Daniel Berkery 4.40
    Stone Harbor Emerg M Pablo Cisilino 5.30