SHLMX Mutual Fund (Virtus Stone Harbor Local Markets Fund Institutional Class) is managed by Virtus Investment Partners with $11.7M in net assets. SHLMX expense ratio is 1.00%, holding 80 positions across sectors including Financials. Inception date: 2010-06-30.

SHLMX performance shows a YTD return of 1.28%. The 1-year return is 7.77% and the 5-year return is 1.28%. SHLMX dividend yield stands at 10.02%, paid semi-annually.

SHLMX top holdings include Brazil Notas Do Tesouro Nacion Notes 01/31 10 (5.6%), Brazil Notas Do Tesouro Nacional Serie F 10 01/01/2029 (4.3%), Federation Of Malaysia 4.89% Jun 08/38 (3.4%), Mex Bonos Desarr Fix Rt /Mxn/ Regd Ser M 7.75000000 (3.3%), Georgia-Pacific Llc 4.9 05/15/2033 (3.2%). View all SHLMX holdings, sector breakdown, or dividend history.

SHLMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHLMX alternatives are available via the screener, along with tax-loss harvesting opportunities.