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Virtus Stone Harbor Emerging Mkts Bond I SHCDX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 7.89  /  0.13 %
  • Total Assets 7.5 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 5.32%
  • Effective Duration

Morningstar’s Analysis SHCDX

Will SHCDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Virtus Stone Harbor EmergMkts Corp Dbt I's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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