Stone Harbor Mutual Funds List
Here you can find all mutual funds issued by Stone Harbor and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.92%
- Avg. 1 Year Return
- 12.09%
- Avg. 5 Year Return
- 2.51%
- Median Risk/Return Score
- 91 / 100
Stone Harbor Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Virtus Stone Harbor Emerg Mkts Corp Dbt | Emerging Markets Bonds | May 31, 2011 | 1.02% | 2.83% | 4.68% | 6.09% | 96 | ||||||||
| Virtus Stone Harbor Local Markets | Emerging Markets Bonds | Jun 29, 2010 | 1.01% | 1.29% | 2.19% | 10.03% | 29 | ||||||||
| Virtus Stone Harbor Emerging Mkts Debt | Emerging Markets Bonds | Aug 15, 2007 | 0.73% | 3.80% | 4.36% | 6.16% | 91 |
Explore top Stone Harbor Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Stone Harbor Mutual funds by Risk/Return Score
The top Stone Harbor Mutual funds by PortfoliosLab Risk/Return Score are SHCDX (96) and SHMDX (91).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Virtus Stone Harbor Emerg Mkts Corp Dbt | 96 | — | May 2011 | |
| Virtus Stone Harbor Emerging Mkts Debt | 91 | — | Aug 2007 | |
| Virtus Stone Harbor Local Markets | 29 | — | Jun 2010 |
Best-Performing Stone Harbor Mutual funds Over 5 Years
The top Stone Harbor Mutual funds is SHMDX (3.38%).
Across the lineup, Stone Harbor Mutual funds show an average 1-year return of 12.09% and an average 5-year return of 2.51%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Virtus Stone Harbor Emerging Mkts Debt | 3.38% | — | Aug 2007 | |
| Virtus Stone Harbor Emerg Mkts Corp Dbt | 3.19% | — | May 2011 | |
| Virtus Stone Harbor Local Markets | 0.97% | — | Jun 2010 |
Lowest-Cost Stone Harbor Mutual funds
The top Stone Harbor Mutual funds is SHMDX (0.73%).
With an average expense ratio of 0.92%, Stone Harbor Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Virtus Stone Harbor Emerging Mkts Debt | 0.73% | — | Aug 2007 | |
| Virtus Stone Harbor Local Markets | 1.01% | — | Jun 2010 | |
| Virtus Stone Harbor Emerg Mkts Corp Dbt | 1.02% | — | May 2011 |
Highest-Yield Stone Harbor Mutual funds
The top Stone Harbor Mutual funds is SHLMX (10.03%).
Across the lineup, Stone Harbor Mutual funds show an average dividend yield of 7.43%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Virtus Stone Harbor Local Markets | 10.03% | — | Jun 2010 | |
| Virtus Stone Harbor Emerging Mkts Debt | 6.16% | — | Aug 2007 | |
| Virtus Stone Harbor Emerg Mkts Corp Dbt | 6.09% | — | May 2011 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.