Stone Harbor is trading at 7.43 as of the 1st of February 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 7.44. Stone Harbor has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
The fund normally will invest at least 80 percent of its net assets in Emerging Markets Fixed Income Securities. 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 Emerging
Stone Harbor Emerging [SHMDX] is traded in USA and was established 1st of February 2025. Stone Harbor is listed under Stone Harbor category by Fama And French industry classification. The fund is listed under Emerging Markets Bond category and is part of Stone Harbor family. This fund at this time has accumulated 858.72 M in assets with minimum initial investment of 1000 K. Stone Harbor Emerging is currently producing year-to-date (YTD) return of 1.25% with the current yeild of 0.03%, while the total return for the last 3 years was 1.79%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Stone Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Stone Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Stone Harbor Emerging Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.