3 / 5 Stars
4 4 1 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 201 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -12.29 percent over the past year, -4.01 percent over the past three years, and 16.91 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-7.7%|
|3 Years (Annualized)||-4.0%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund normally invests at least 80% of the value of its assets in equity securities of emerging markets companies and other investments that are tied economically to emerging markets. It is not required to allocate its investments in any set percentages in any particular countries. The fund is not constrained by capitalization or style limits and will invest across sectors. It will invest in securities across all market capitalizations, although the fund may invest a significant portion of its assets in companies of one particular market capitalization category.
Fees are High compared to funds in the same category.
JPMorgan Emerging Economies Fund has an expense ratio of 1.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.