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.
- NAV / 1-Day Return 7.89 / 0.13 %
- Total Assets 7.5 Mil
Adj. Expense Ratio
- 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.