Stone Mutual Fund Quote

SHADX
 Fund
  

USD 7.13  0.02  0.28%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Stone Harbor is trading at 7.13 as of the 28th of June 2022; that is 0.28 percent up since the beginning of the trading day. The fund's open price was 7.11. Stone Harbor has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Stone Harbor Emerging are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of May 2022 and ending today, the 28th of June 2022. Click here to learn more.
The investment seeks to maximize total return, which consists of income on its investments and capital appreciation. Stone Harbor is traded on NASDAQ Exchange in the United States. More on Stone Harbor Emerging

Moving together with Stone Harbor

0.85CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr
0.92BACBank Of America TrendingPairCorr
0.91MSFTMicrosoft Corp Fiscal Year End 26th of July 2022 PairCorr

Stone Harbor Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Stone Harbor's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Stone Harbor or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Stone Harbor generated a negative expected return over the last 90 days
Stone Harbor is unlikely to experience financial distress in the next 2 years
The fund generated three year return of 0.0%
Stone Harbor Emerging maintains about 16.08% of its assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Stone Harbor's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.0
Startdate30th of September 2015
Stone Harbor Emerging [SHADX] is traded in USA and was established 28th of June 2022. The fund is listed under Emerging Markets Bond category and is part of Stone Harbor family. Stone Harbor Emerging at this time has accumulated 17.28 M in assets with minimum initial investment of 1000 K. , while the total return for the last 3 years was -0.27%.
Check Stone Harbor Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Stone Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Stone Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Stone Harbor Emerging Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Stone Harbor Emerging Constituents

Stone Harbor Target Price Odds Analysis

What are Stone Harbor's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Stone Harbor jumping above the current price in 90 days from now is about 92.26%. The Stone Harbor Emerging probability density function shows the probability of Stone Harbor mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Stone Harbor has a beta of 0.2184. This usually implies as returns on the market go up, Stone Harbor average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Stone Harbor Emerging will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Stone Harbor Emerging is significantly underperforming DOW.
  Odds Below 7.13HorizonTargetOdds Above 7.13
7.62%90 days
 7.13 
92.26%
Based on a normal probability distribution, the odds of Stone Harbor to move above the current price in 90 days from now is about 92.26 (This Stone Harbor Emerging probability density function shows the probability of Stone Mutual Fund to fall within a particular range of prices over 90 days) .

Stone Harbor Emerging Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Stone Harbor market risk premium is the additional return an investor will receive from holding Stone Harbor long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Stone Harbor. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Stone Harbor's alpha and beta are two of the key measurements used to evaluate Stone Harbor's performance over the market, the standard measures of volatility play an important role as well.

Stone Harbor Against Markets

Picking the right benchmark for Stone Harbor mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Stone Harbor mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Stone Harbor is critical whether you are bullish or bearish towards Stone Harbor Emerging at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Stone Harbor without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Stone Harbor Emerging

You need to understand the risk of investing before taking a position in Stone Harbor. The danger of trading Stone Harbor Emerging is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Stone Harbor is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Stone Harbor. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Stone Harbor Emerging is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. Note that the Stone Harbor Emerging information on this page should be used as a complementary analysis to other Stone Harbor's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Complementary Tools for Stone Mutual Fund analysis

When running Stone Harbor Emerging price analysis, check to measure Stone Harbor's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stone Harbor is operating at the current time. Most of Stone Harbor's value examination focuses on studying past and present price action to predict the probability of Stone Harbor's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Stone Harbor's price. Additionally, you may evaluate how the addition of Stone Harbor to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Stone Harbor's value and its price as these two are different measures arrived at by different means. Investors typically determine Stone Harbor value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stone Harbor's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.