SHMDX Mutual Fund

SHMDX Mutual Fund (Virtus Stone Harbor Emerging Markets Debt Income Fund Institutional Class) is managed by Virtus Investment Partners with $339.7M in net assets. SHMDX expense ratio is 0.74%, holding 324 positions across sectors including Financials, Energy, Materials. Inception date: 2007-08-16.

SHMDX performance shows a YTD return of 3.05%. The 1-year return is 10.86% and the 5-year return is 3.11%. SHMDX dividend yield stands at 5.92%, paid monthly.

SHMDX top holdings include Virtus Stone Harbor Local Markets Fund (1.8%), Petroleos De 9% 11/21 9.00 % 12/31/2049 (1.8%), Bahrain (Kingdom Of) Mtn 144A 7.1% Feb 03, 2038 7.1 (1.4%), Poinsettia Finance Ltd Sr Secured Regs 06/31 6.625 (1.4%), Argentina Republic Of Step 07/09/2030 (1.4%). Go to all SHMDX holdings, SHMDX sectors, or SHMDX dividends.

SHMDX can be compared against other funds. Use SHMDX overlap to find shared positions, or SHMDX vs another fund for a side-by-side view. SHMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.