Stone Harbor High Yield Bond Fund

Class Inst (SHHYX)
Scorecard
3 / 5 Stars
Lipper
3 3 2 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

#59 in High Yield Bond

U.S. News evaluated 174 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.62 percent over the past year, 8.55 percent over the past three years, and 14.58 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 8.6%
3 Years (Annualized) 8.6%
5 Years (Annualized) 14.6%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return, which consists of income and capital appreciation. The fund will normally invest at least 80% of its net assets in High Yield Debt Securities which include fixed income securities and derivative instruments rated below investment grade. The Adviser normally maintains an average portfolio duration of between 3 and 7 years. It may invest in securities of any duration and maturity.

Fees

Fees are Average compared to funds in the same category.
Stone Harbor High Yield Bond Fund has an expense ratio of 0.55 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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