| 10.10 Net Asset Value | 0.00% 1 Day | +4.55% Year-to-Date | Overall Morningstar Rating |
| High yield bond Style or Category | No Load Sales Expenses | 0.63% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.92% | 3 years | +11.82% | |
| 3 months | +3.91% | 5 years | +9.07% | |
| 1 year | +16.77% | Since inception | +8.87% |
| SHHYX | Category | |
|---|---|---|
| Performance 5-yr return | +9.07% | +9.36% |
| Expense ratio | 0.63% | 1.17% |
| Risk 5 year sharpe ratio | 0.82 | 0.75 |
| Net assets | $400.1M | $1.6B |
| Average market cap | -- | $12.1B |
| Average P/E | -- | 16.3 |
| Portfolio turnover | 46% | 46% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Stone Harbor |
| Fund manager & tenure | Peter Wilby / 5 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 20.04% |
| Media | 14.73% |
| Consumer service | 14.72% |
| Hardware | 10.75% |
| Industrial materials | 10.49% |
| -- Sprint Cap 8.75% | 1.22% |
| -- Citizens Comms 9% | 1.21% |
| -- Dish Dbs Corp.: Usd 5.000% | 1.11% |
| -- Reynolds Grp Issuer 9.875% | 1.00% |
| -- Del Monte 7.625% | 0.96% |
| -- Windstream 7.5% | 0.96% |
| -- Nara Cable Fdg 8.875% | 0.94% |
| -- Upc Holding Bv: Eur 6.375% | 0.86% |
| -- Texas Competitive Electric Holdings Co. Llc - 2017 Term Loan Usd 4.740% | 0.80% |
| -- Wind Acquisition Fin Sa 12.25% | 0.79% |
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