JEMRX Mutual Fund

JEMRX Mutual Fund

NAV$6.62
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Fund Essentials - as of May 31, 2026

Net Assets
$1,107.01
Expense Ratio
0.75%
Dividend Yield (Current)
6.53%
Holdings
383
Inception Date
May 15, 2006
Fund Family
J.P. Morgan Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+2.48%
1 Year+10.35%
3 Year+9.61%
5 Year+2.03%
10 Year+3.04%

Asset Allocation

Stocks: 0.10%
Bonds: 98.69%
Cash: 1.16%
Other: 0.06%
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Top Holdings

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TickerNameWeight
BRAZIL 6.625 03/15/3Fed Republic Of Brazil Regd 6.625000001.51%
-Kingdom Of 4.5% 04/301.50%
URUGUA 7.625 03/21/3Republic Of Uruguay USD 7.625 21-Mar-20361.48%
PERU 5.375 02/08/35Republic Of Peru 0.05% Feb 08/351.46%
COLOM 8 11/14/35Republic Of Colombia Government Bond 11/14/20351.29%
Top 10 Concentration: 13.10%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
6.53%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

JEMRX Mutual Fund Overview

JEMRX Mutual Fund (JPMorgan Emerging Markets Debt Fund Class R5) is managed by J.P. Morgan Asset Management with $1,107.01 in net assets. JEMRX expense ratio is 0.75%, holding 383 positions across sectors including Financials, Energy, Materials. Inception date: 2006-05-15.

JEMRX performance shows a YTD return of 2.48%. The 1-year return is 10.35% and the 5-year return is 2.03%. JEMRX dividend yield stands at 6.53%, paid monthly.

JEMRX top holdings include Fed Republic Of Brazil Regd 6.62500000 (1.5%), Kingdom Of 4.5% 04/30 (1.5%), Republic Of Uruguay USD 7.625 21-Mar-2036 (1.5%), Republic Of Peru 0.05% Feb 08/35 (1.5%), Republic Of Colombia Government Bond 11/14/2035 (1.3%). Go to all JEMRX holdings, JEMRX sectors, or JEMRX dividends.

JEMRX can be compared against other funds. Use JEMRX overlap to find shared positions, or JEMRX vs another fund for a side-by-side view. JEMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.