SHMDX – Fund Analysis – Virtus Stone Harbor Emerg Mkts Dbt Inc I | Morningstar

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Will SHMDX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHMDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SHMDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of SHMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Virtus Stone Harbor Emerg Mkts Dbt Inc I earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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