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Virtus Stone Harbor Emerging Mkts Debt I SHMDX

Quantitative rating as of
NAV / 1-Day Return
7.18  /  0.28 %
Total Assets
469.9 Mil
Adj. Expense Ratio
0.730%
Expense Ratio
0.730%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Emerging Markets Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
7.43%
Effective Duration

Morningstar’s Analysis SHMDX

Will SHMDX 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 Emerging Mkts Debt I's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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