Welcome to our dedicated page for VIRTUS STONE HBR EMRG MKTS SEC filings (Ticker: EDF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Virtus Stone Harbor Emerging Markets Income Fund (NYSE: EDF) is a non-diversified, closed-end management investment company with a stated objective of maximizing total return from income and capital appreciation in emerging markets securities. While no specific SEC filings are listed here, the fund’s regulatory reports on EDGAR typically contain detailed information about its investments, risks, and governance.
For a fund such as EDF, key SEC filings generally include annual and semiannual reports that describe the portfolio of emerging markets securities, discuss performance, and outline principal risk factors. These documents also explain the roles of Virtus Investment Advisers, LLC as investment adviser and Stone Harbor Investment Partners, a division of Virtus Fixed Income Advisers, LLC, as subadviser and manager of the fund’s portfolio.
Investors interested in EDF’s regulatory history can use an SEC filings page to review how the fund presents its investment objective, non-diversified status, and emerging markets focus over time. Filings also provide context on expenses, advisory arrangements, and any changes that may have occurred in the fund’s management structure, such as the transition of advisory responsibilities among Virtus entities.
On Stock Titan, EDF’s SEC filings are paired with AI-powered summaries that help explain the contents of lengthy reports in plain language. Real-time updates from EDGAR, combined with simplified explanations of complex sections, can make it easier to understand how Virtus Stone Harbor Emerging Markets Income Fund describes its strategy, risks, and operations in its official regulatory disclosures.
Virtus Stone Harbor Emerging Markets Income Fund disclosures show that First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation jointly beneficially own 4,014,145 shares of Common, representing
The filing is a joint submission pursuant to Rule 13d-1(k)(1) and states these shares are held in unit investment trusts; the First Trust entities disclaim voting power over trust-held shares.
Virtus Stone Harbor Emerging Markets Income Fund delivered a strong year for the 12 months ended November 30, 2025. Net asset value return was 20.83%, and market price return was 13.68%, compared with an 11.58% return from its composite emerging markets debt benchmark.
Outperformance was driven mainly by country selection in hard currency sovereign bonds, especially overweights to U.S. dollar sovereign debt in Argentina, Venezuela, Ecuador, Mexico, and Egypt, plus local currency exposure in Colombia and India. Derivatives added about 0.62% to performance.
The fund uses leverage via reverse repurchase agreements; borrowings were about $39 million, or roughly 20% of managed assets, at period-end. During the year, it also issued 2,478,201 new common shares through an at-the-market program, raising approximately $12.4 million for investment in line with its objectives.
First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation jointly report beneficial ownership of 5,803,501 common shares of Virtus Stone Harbor Emerging Markets Income Fund, representing 18.12% of the class as of the event date 12/31/2025.
The firms report no sole or shared voting power over these shares, but indicate shared dispositive power over 5,803,501 shares, largely held in unit investment trusts and other advised accounts. They state the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the fund, and each entity disclaims beneficial ownership of the reported shares.
Connie D. McDaniel, a director of Virtus Stone Harbor Emerging Markets Income Fund (EDF), purchased 1,107 shares of the fund on 09/15/2025 at a price of $4.98 per share, increasing her direct beneficial ownership to 1,107 shares. The Form 4 was signed by an attorney-in-fact on 09/16/2025. No derivative transactions or other holdings were reported on this filing.