JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
What is JPEM?
JPEM tracks an index of emerging market equities, selected by multiple factors. Stocks are weighted by market cap and inversely by risk relative to geographic and sector groupings.
JPEM Factset Analytics Insight
JPEM offers a robust mix of factor-based selection and risk-based weighting methodology that doesn’t stray too far from cap-weighted exposure. The fund’s five factors—P/B, forward P/E, ROE, 8-month total return and changes in earnings forecasts—align with the shorthand of value, quality and momentum. Stocks that make the cut have their market-cap weight assigned to five geographic and five sector baskets, equally weighted by risk (3Y standard deviation). Stocks fill the buckets weighted by liquidity—a cautionary nod to the EM space—and names that appear in two buckets are simply summed, subject to caps. The resulting portfolio avoids massive country and sector bets and leans toward value and low beta, consistent with its thesis. The Fund’s portfolio will be rebalanced quarterly in accordance with the quarterly rebalancing of the Underlying Index.
JPEM Summary Data
Peers
Fund Flows
JPEM Portfolio Data
JPEM Index Data
JPEM Portfolio Management
JPEM Tax Exposures
JPEM Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JPEM. JPEM is rated a 3 out of 5.
JPEM Tradability
JPEM Sector/Industry Breakdown
Benchmark
JPEM Top 10 Holdings
JPEM Performance Statistics
JPEM Countries
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JPEM Regions
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JPEM Economic Development
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JPEM Benchmark Comparison Summary
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JPEM Benchmark Comparison Market Cap Size
Benchmark
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