| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
1
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#17 in High Yield Bond
U.S. News evaluated 166 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.48 percent over the past year, 10.49 percent over the past three years, and 9.13 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.1% |
| 1 Year | 14.5% |
| 3 Years (Annualized) | 10.5% |
| 5 Years (Annualized) | 9.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize total return, which consists of income and capital appreciation. The fund normally invests at least 80% of 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.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
