EMBiShares JP Morgan USD Emerging Markets Bond ETF
EMB Fund Description
The iShares JPMorgan USD Emerging Markets Bond ETF tracks an index of US-dollar-denominated sovereign debt issued by emerging-market countries with more than $1B outstanding and at least two years remaining in maturity.
EMB Factset Analytics Insight
EMB was one of the first emerging-market debt ETFs to be launched, and it still enjoys strong assets and liquidity. Like many peer funds, but in contrast with our benchmark, EMB holds USD-denominated rather than local-currency debt. This eliminates direct currency risk for US investors, but raises the possibility that a strengthening dollar or weakening local currency could make the debt harder to service, increasing credit risk. Each issuer must have at least $1B outstanding and bonds need at least 2 years remaining to maturity. The fund typically favors longer maturities than our benchmark and tends to lean toward riskier paper, both of which increase yield.
EMB charges a competitive headline fee, and tracking data indicate that real-world holding costs have usually been reasonable. One of EMB’s strongest selling points is its strong liquidity, making it the de facto choice for traders. The fund earns a spot on the Opportunities List for USD-denominated exposure in a liquid package.
EMB MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the iShares JP Morgan USD Emerging Markets Bond ETF MSCI ESG Fund Quality Score is 3.89 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. EMB ranks in the 48th percentile within its peer group and in the 7th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
EMB CHARTS AND PERFORMANCE
EMB Top 10 Countries [View All]
EMB Top 10 Sectors
EMB Top 10 Holdings [View All]
EMB Portfolio Management
EMB Tax Exposures
EMB Fund Structure
EMB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EMB. EMB is rated a 5 out of 5.
EMB Sector/Industry Breakdown
EMB Top 10 Holdings[View All]
EMB Top 5 Countries
EMB Top 5 Currencies
EMB Economic Development
EMB Performance Statistics
EMB MSCI ESG Ratings
EMB HOLDINGS STATISTICS
EMB MATURITY DISTRIBUTION
EMB CREDIT BREAKDOWN
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.