JPMorgan Emerging Markets Corp Dbt C (JEFMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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JPMorgan Emerging Markets Corp Dbt C
JPMorgan Trust I
1111 Polaris Parkway, Ste. 2-j
Columbus OH 43240
800-480-4111
Management information
Pierre-Yves D. Bareau,Lead manager since 3 September 2013
Pierre-Yves Bareau, Managing Director, Scott McKee, Managing Director, and Eduardo Alhadeff, Executive Director, are the lead portfolio managers of the Fund since its inception, and share responsibility for the day-to-day management of the Fund including general responsibility for sector allocations and individual security selection. A member of JPMIM’s Global Fixed Income, Currency & Commodities group (GFICC), Mr. Bareau supervises the portfolio management team and shares responsibility with Mr. McKee and Mr. Alhadeff for the duration, yield curve, and sector allocation strategies for the Fund. Before joining JPMIM in October 2009, Mr. Bareau was the Chief Investment Officer for Fortis Investments for emerging markets debt for more than 10 years.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryEmerging Markets Bond
Fund familyJPMorgan
Net assets36.51M
YTD return1.23%
Yield3.69%
Morningstar rating★★
Inception date3 Sept 2013
Fund operations
Last dividend0.01
Last cap gain0.00
Holdings turnover72.00%
Average for categoryN/A
Fees and expenses
ExpenseJEFMXCategory average
Annual report expense ratio (net)1.70%1.00%
Prospectus net expense ratio1.70%N/A
Prospectus gross expense ratio1.84%N/A
Max 12b1 fee0.75%N/A
Max front end sales loadN/A3.79%
Max deferred sales load1.00%1.19%
3-yr expense projection565N/A
5-yr expense projection982N/A
10-yr expense projection2,147N/A
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