Stone Harbor Investment Grade Fund
STONE HARBOR INVESTMENT FUNDS
Expense ratio
Net assets1
$10.59M
Holdings1
122
Category
Taxable Bond
Return

Top holdings

As of Feb. 28, 2021 · N-PORT
SecurityTickerValue% of fund
State Street Institutional Liquid Reserves Fund $814.36K 7.69%
Uniform Mortgage-Backed Security, TBA FNMA $654.15K 6.18%
UNITED STATES TREASURY NOTE 2.00000000 $633.61K 5.98%
Uniform Mortgage-Backed Security, TBA FNMA $609.72K 5.76%
US TREASURY N/B $584.03K 5.52%
Uniform Mortgage-Backed Security, TBA $388.80K 3.67%
Uniform Mortgage-Backed Security, TBA $349.22K 3.30%
US TREASURY N/B $346.52K 3.27%
US TREASURY N/B $242.21K 2.29%
Uniform Mortgage-Backed Security, TBA FNCI $209.14K 1.98%
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Allocation by sector

As of February 28, 2021 · N-PORT
View portfolio breakdown →

Portfolio moves

Nov 30, 2020 → Feb 28, 2021
Opened
20
Exited
17
Increased
0
Decreased
12
Unchanged
90

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of February 28, 2021, from the fund's N-PORT filing.

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