4 / 5 Stars
4 4 1 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 94 Emerging Markets Bond 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 -8.26 percent over the past year, 4.96 percent over the past three years, 12.32 percent over the past five years, and 6.71 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.4%|
|3 Years (Annualized)||5.0%|
|5 Years (Annualized)||12.3%|
|10 Years (Annualized)||6.7%|
The investment seeks high total return from a portfolio of fixed income securities of emerging markets issuers. The fund normally invests at least 80% of the value of its assets in emerging market debt investments. It invests primarily in debt securities that it believes have the potential to provide a high total return from countries whose economies or bond markets are less developed. The fund does not have any minimum quality rating and may invest without limit in securities that are rated below investment grade (commonly known as junk bonds) or the unrated equivalent. It is non-diversified.
Fees are High compared to funds in the same category.
JPMorgan Emerging Markets Debt Fund has an expense ratio of 1.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.