About JEMSX
JPMorgan Emerging Markets Equity Fund Class I is a mutual fund that primarily focuses on investing in equities and equity-related instruments tied to emerging markets. The fund allocates at least 80% of its assets to securities from emerging economies, seeking to provide investors with exposure to the growth potential of developing regions such as Asia, Latin America, Eastern Europe, and Africa. It applies a quality growth investment approach, emphasizing companies with solid fundamentals and sustainable earnings growth. The fund holds a diversified portfolio of approximately 80 holdings, invested across multiple sectors and countries.
Serving the institutional investor segment, this Class I share class requires a minimum initial investment of $1,000,000 and offers an expense ratio of 0.99%. The fund is managed by J.P. Morgan Asset Management and is categorized as "Diversified Emerging Markets." It may invest in securities denominated in U.S. dollars, other reserve currencies, or local currencies of emerging economies. Since its inception in 1993, the fund has played a significant role in providing access to emerging market equities, enabling diversification and participation in markets that often experience higher growth rates compared to developed regions.
Fund Family JPMorgan
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol JEMSX
Share Class Class I
Index MSCI EM (Emerging Markets) NR USD
JEMSX had a total return of 46.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.11%.
