Virtus Stone Harbor Emerging Markets Income Fund (EDF) belongs to the Emerging Markets Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EDF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EDF
EDF charges 1.45% annually. There are 72 mutual funds in the Emerging Markets Bonds category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Payden Emerging Markets Local Bond Fund | 0.09% | — | Nov 2011 | EDF vs PYELX | |
| Voya Emerging Markets Corporate Debt Fund | 0.10% | — | Aug 2012 | EDF vs IMCDX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.40% | — | Dec 2017 | EDF vs VEGBX | |
| SEI Institutional Investments Trust Emerging Marke... | 0.41% | — | Dec 2005 | EDF vs SEDAX | |
| GMO Emerging Country Debt Fund Class VI | 0.51% | — | Apr 1994 | EDF vs GMOQX |
Best Risk-Adjusted Alternatives to EDF
EDF has a PortfoliosLab risk / return rank of 57. There are 55 mutual funds in the Emerging Markets Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Developing World Income Fund Class... | 99 | — | Feb 2014 | EDF vs AGEYX | |
| American Beacon Frontier Markets Income Fund | 98 | — | Feb 2014 | EDF vs AGEPX | |
| GMO Emerging Country Debt Fund Class VI | 98 | — | Apr 1994 | EDF vs GMOQX | |
| GMO Emerging Country Debt Fund | 98 | — | Apr 1994 | EDF vs GMCDX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 98 | — | Sep 2015 | EDF vs EIDOX |
Top Performing EDF Alternatives (YTD)
EDF is at 17.95% YTD. No mutual funds in the Emerging Markets Bonds category have higher YTD returns; the top-performing alternatives shown here go as high as 14.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Stanley Emerging Markets Domestic Fund | 14.01% | — | Apr 2007 | EDF vs EDD | |
| GMO Emerging Country Debt Fund Class VI | 9.17% | — | Apr 1994 | EDF vs GMOQX | |
| GMO Emerging Country Debt Fund | 9.14% | — | Apr 1994 | EDF vs GMCDX | |
| Franklin Emerging Market Debt Opportunities Fund | 8.88% | — | May 2006 | EDF vs FEMDX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 8.57% | — | Sep 2015 | EDF vs EIDOX |
Lowest Volatility Alternatives to EDF
EDF has 15.16% 1-year volatility. There are 75 mutual funds in the Emerging Markets Bonds category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 1.17% | — | Apr 2014 | EDF vs DBLLX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | 1.95% | — | Apr 2010 | EDF vs DLENX | |
| Virtus Stone Harbor Emerg Mkts Corp Dbt | 2.03% | — | May 2011 | EDF vs SHCDX | |
| Payden Emerging Markets Corporate Bond Fund | 2.03% | — | Nov 2013 | EDF vs PYCEX | |
| DoubleLine Emerging Markets Fixed Income Fund | 2.08% | — | Apr 2010 | EDF vs DBLEX |
Lowest Drawdown Alternatives to EDF
EDF has a 1-year max drawdown of -9.44%. There are 74 mutual funds in the Emerging Markets Bonds category with shallower 1-year drawdowns, going as shallow as -0.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | -0.92% | — | Apr 2014 | EDF vs DBLLX | |
| DoubleLine Emerging Markets Fixed Income Fund | -1.81% | — | Apr 2010 | EDF vs DBLEX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | -1.83% | — | Apr 2010 | EDF vs DLENX | |
| Virtus Stone Harbor Emerg Mkts Corp Dbt | -1.90% | — | May 2011 | EDF vs SHCDX | |
| Payden Emerging Markets Corporate Bond Fund | -2.37% | — | Nov 2013 | EDF vs PYCEX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 34 | 26.53% | — | Oct 2019 | EDF vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | EDF vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.29% | — | Mar 2018 | EDF vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 8.22% | — | Oct 1996 | EDF vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 5.81% | — | Oct 1995 | EDF vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.98% | — | Jun 2009 | EDF vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.51% | — | Jan 1989 | EDF vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.25% | — | Jun 2006 | EDF vs PXSGX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.93% | — | Sep 1940 | EDF vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 42 | 18.00% | — | Mar 1995 | EDF vs PHRAX |
Often Compared With EDF
Investors most often compare EDF with USTEX, BTO, RDTE. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare EDF with Any Fund or Stock
Compare EDF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EDF with funds that move differently
Virtus Stone Harbor Emerging Markets Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EDF.
Explore EDF Diversifiers