Stone Mutual Fund Buy Hold or Sell Recommendation


USD 7.13  0.00  0.00%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Stone Harbor Emerging is 'Hold'. Macroaxis provides Stone Harbor buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SHADX positions. The advice algorithm takes into account all of Stone Harbor's available fundamental, technical, and predictive indicators you will find on this site.
The advice is provided from Stone Harbor's buy-and-hold perspective. Additionally, take a look at Stone Harbor Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Stone and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Stone Harbor Emerging.

Execute Stone Harbor Buy or Sell Advice

The Stone recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Stone Harbor Emerging. Macroaxis does not own or have any residual interests in Stone Harbor Emerging or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Stone Harbor's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Stone HarborBuy Stone Harbor


Very steadyDetails

Hype Condition


Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Stone Harbor Emerging has a Risk Adjusted Performance of (0.35), Jensen Alpha of (0.11), Total Risk Alpha of (0.08) and Treynor Ratio of (0.65)
We provide advice to complement the current expert consensus on Stone Harbor. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. Please use Stone Harbor Emerging total asset and minimum initial investment to make buy, hold, or sell decision on Stone Harbor.

Stone Harbor Trading Alerts and Improvement Suggestions

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

Stone Harbor Returns Distribution Density

The distribution of Stone Harbor's historical returns is an attempt to chart the future uncertainty of Stone Harbor's future price movements. The chart of the probability distribution of Stone Harbor stock daily returns describes the distribution of returns around its average expected value. We use Stone Harbor Emerging price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Stone Harbor returns is essential to provide solid investment advice for Stone Harbor stock.
Mean Return-0.13Value At Risk-0.95
Potential Upside0.55Standard Deviation0.55
 Return Density 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Stone Harbor historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Stone Harbor Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Stone Harbor or Stone Harbor sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Stone Harbor stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Stone stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
Alpha over DOW
Beta against DOW0.21
Overall volatility
Information ratio 0.0192

Stone Harbor Volatility Alert

Stone Harbor Emerging exhibits very low volatility with skewness of -1.0 and kurtosis of 2.9. However, we advise investors to further study Stone Harbor Emerging technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Stone Harbor's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Stone Harbor's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Stone Harbor Implied Volatility

Stone Harbor's implied volatility exposes the market's sentiment of Stone Harbor Emerging stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Stone Harbor's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Stone Harbor stock will not fluctuate a lot when Stone Harbor's options are near their expiration.

Stone Harbor Fundamentals Vs Peers

Comparing Stone Harbor's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Stone Harbor's direct or indirect competition across all of the common fundamentals between Stone Harbor and the related equities. This way, we can detect undervalued stocks with similar characteristics as Stone Harbor or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Stone Harbor's fundamental indicators could also be used in its relative valuation, which is a method of valuing Stone Harbor by comparing valuation metrics with those of similar companies.
 Better Than Average     
 Worse Than Average Compare Stone Harbor to competition
FundamentalsStone HarborPeer Average
One Year Return(1.21) %4.15 %
Three Year Return(0.27) %3.60 %
Five Year Return1.63 %3.24 %
Net Asset17.28 M4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.350.65
Cash Position Weight16.08 %10.61 %
Equity Positions Weight0.16 %63.90 %
Bond Positions Weight73.81 %11.24 %

About Stone Harbor Buy or Sell Advice

When is the right time to buy or sell Stone Harbor Emerging? Buying financial instruments such as Stone Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Stone Harbor investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Stone Harbor in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Precious Metals Thematic Idea Now

Precious Metals
Precious Metals Theme
Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. The Precious Metals theme has 40 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Precious Metals Theme or any other thematic opportunities.
View All  Next Launch Precious Metals
Additionally, take a look at Stone Harbor Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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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.