About EMRSX
The JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 is an open-end mutual fund designed to achieve long-term capital appreciation by investing primarily in equity securities and related instruments economically tied to emerging markets. This fund deploys a research-driven approach, leveraging company and market analysis to select a diversified portfolio of stocks across various market capitalizations within emerging economies. As part of JPMorgan’s fund family, it adheres to a disciplined, process-oriented investment strategy while typically allocating at least 80% of its net assets to emerging market equities. The fund’s portfolio is broadly diversified, with hundreds of holdings and the top ten accounting for roughly 29% of assets, featuring notable companies like Taiwan Semiconductor Manufacturing, Tencent Holdings, and Samsung Electronics. Geographically, it maintains significant exposure outside the United States, providing access to growth sectors and industries characteristic of dynamic, developing regions. Designed for institutional investors given its high minimum investment and competitive expense ratio, this fund serves as a tool for those seeking diversified exposure to emerging market equities in pursuit of capital growth within a risk-controlled, actively managed framework.
Fund Family JPMorgan
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EMRSX
Share Class Class R6
Index MSCI EM (Emerging Markets) NR USD
EMRSX had a total return of 25.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.50%.
