4 / 5 Stars
3 3 1 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#19 in Emerging Markets Bond
U.S. News evaluated 94 Emerging Markets Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -8.61 percent over the past year, 3.82 percent over the past three years, and 12.53 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||12.5%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return, which consists of income and capital appreciation. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in Emerging Markets Fixed Income Securities. It may invest in securities of any credit rating (including unrated securities) and may invest without limit in higher risk, below-investment grade debt securities, commonly referred to as "high yield" securities or "junk bonds." The Adviser normally maintains an average portfolio duration of between 2 and 7 years. The fund is non-diversified.
Fees are Below Average compared to funds in the same category.
Stone Harbor Emerging Markets Debt Fund has an expense ratio of 0.68 percent.
Risk is Average compared to funds in the same category according to Morningstar.