About EMREX
The JPMorgan Emerging Markets Research Enhanced Equity Fund Class I is an actively managed mutual fund designed to achieve long-term capital appreciation by investing primarily in equity securities and related instruments tied economically to emerging markets. The fund allocates at least 80% of its assets to stocks and equity-linked securities across a broad spectrum of emerging economies, offering diversified exposure by market capitalization, industry, and geography. Utilizing a research-driven approach, the fund combines disciplined portfolio construction with in-depth fundamental analysis from a global network of analysts to identify both undervalued and overvalued companies. It seeks to outperform the MSCI Emerging Markets Index while maintaining similar risk characteristics, including sector and geographic risk profiles. Key holdings often include large, influential firms from sectors such as technology, financial services, and consumer goods, reflecting the dynamic growth potential of emerging markets. This fund is principally aimed at institutional investors, requiring a higher minimum investment, and plays a significant role in diversified portfolios seeking access to the growth opportunities of developing economies through a rigorously researched, risk-aware strategy.
Fund Family JPMorgan
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EMREX
Share Class Class I
Index MSCI EM (Emerging Markets) NR USD
EMREX had a total return of 36.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.70%.
