Stone Harbor Local Fund Quote

SHLMX Fund  USD 8.08  0.05  0.62%   

Performance

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Odds Of Distress

Less than 23

 
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Stone Harbor is trading at 8.08 as of the 27th of November 2024; that is 0.62 percent down since the beginning of the trading day. The fund's open price was 8.13. Stone Harbor has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Stone Harbor Local are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in Emerging Markets Investments. It may invest in securities of any credit rating and may invest without limit in higher risk, below-investment grade debt securities, commonly referred to as high yield securities or junk bonds. More on Stone Harbor Local

Moving together with Stone Mutual Fund

  0.92PLMPX Pimco Emerging MarketsPairCorr
  0.92PLMIX Pimco Emerging MarketsPairCorr
  0.98PELPX Pimco Emerging LocalPairCorr

Moving against Stone Mutual Fund

  0.81KSCOX Kinetics Small Cap Steady GrowthPairCorr
  0.81LSHUX Horizon Spin Off Steady GrowthPairCorr
  0.81KNPAX Kinetics Paradigm Steady GrowthPairCorr
  0.81KMKCX Kinetics Market Oppo Steady GrowthPairCorr
  0.8WWNPX Kinetics Paradigm Steady GrowthPairCorr
  0.8KNPCX Kinetics Paradigm Steady GrowthPairCorr

Stone Mutual Fund Highlights

Fund ConcentrationStone Harbor Funds, Large Funds, Emerging-Markets Local-Currency Bond Funds, Emerging-Markets Local-Currency Bond, Stone Harbor (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date30th of September 2021
Fiscal Year EndMay
Stone Harbor Local [SHLMX] is traded in USA and was established 27th of November 2024. Stone Harbor is listed under Stone Harbor category by Fama And French industry classification. The fund is listed under Emerging-Markets Local-Currency Bond category and is part of Stone Harbor family. This fund at this time has accumulated 85.8 M in assets with minimum initial investment of 1000 K. Stone Harbor Local is currently producing year-to-date (YTD) return of 0.72% with the current yeild of 0.01%, while the total return for the last 3 years was -1.59%.
Check Stone Harbor Probability Of Bankruptcy

Instrument Allocation

Stone Harbor Top Holders

SHADXStone Harbor EmergingMutual FundEmerging Markets Bond
SHSIXStone Harbor StrategicMutual FundMultisector Bond
More Details

Stone Harbor Local Risk Profiles

Stone Harbor Against Markets

Other Information on Investing in Stone Mutual Fund

Stone Harbor financial ratios help investors to determine whether Stone Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Stone with respect to the benefits of owning Stone Harbor security.
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