Stone Harbor Local Fund Total Debt
| SHLMX Fund | USD 8.11 0.02 0.25% |
Stone Harbor Local fundamentals help investors to digest information that contributes to Stone Harbor's financial success or failures. It also enables traders to predict the movement of Stone Mutual Fund. The fundamental analysis module provides a way to measure Stone Harbor's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Stone Harbor mutual fund.
Stone |
Stone Harbor Local Mutual Fund Total Debt Analysis
Stone Harbor's Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
| Competition |
Based on the latest financial disclosure, Stone Harbor Local has a Total Debt of 0.0. This indicator is about the same for the Stone Harbor average (which is currently at 0.0) family and about the same as Emerging-Markets Local-Currency Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Stone Total Debt Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Stone Harbor's direct or indirect competition against its Total Debt to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Stone Harbor could also be used in its relative valuation, which is a method of valuing Stone Harbor by comparing valuation metrics of similar companies.Stone Harbor is currently under evaluation in total debt among similar funds.
Fund Asset Allocation for Stone Harbor
The fund consists of 73.87% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Stone Harbor's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Stone Fundamentals
| Annual Yield | 0.01 % | |||
| Year To Date Return | 0.72 % | |||
| One Year Return | 1.37 % | |||
| Three Year Return | (0.89) % | |||
| Five Year Return | (1.41) % | |||
| Net Asset | 85.8 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 16.19 % | |||
| Bond Positions Weight | 73.87 % |
About Stone Harbor Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Stone Harbor Local's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Stone Harbor using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Stone Harbor Local based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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