JEMA's total return profile closely mirrors that of EEM, offering little differentiation for investors. Despite its unique construction, JEMA does not demonstrate a compelling performance advantage over established EM ETFs. The article highlights that JEMA's risk/return characteristics align with broader emerging market benchmarks.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1 | $36.25 | $60.33 | $24.08 | 66.43% |
| SS Scott Solod Kelly Financial Group LLC | 483,823 | $19.29M | $28.47M | $9.18M | 47.62% |
Jeff Ameen Spire Wealth Management | 39 | $1,450.51 | $2,386.02 | $935.51 | 64.5% |
Kyle P. Smith NewEdge Wealth LLC | 44,777 | $2.33M | $2.69M | $362,693.7 | 15.57% |
| RE Rod Ehrlich Wayfinding Financial LLC | 11,865 | $461,291.28 | $719,968.2 | $258,676.92 | 56.08% |
| BATS Exchange | US Country |
The fund focuses on investing primarily in a variety of equity securities and equity-related instruments that have economic ties to emerging markets. It has a mandate to allocate at least 80% of its assets towards these financial instruments, showcasing a strong commitment to the growth potential within these dynamic regions. Through its diverse investment portfolio, the fund aims to tap into the emerging markets’ growth, while managing risks through diversified exposure.
Investments in equity securities, including common stock, form the backbone of the fund's portfolio. These are shares in companies located in emerging markets, providing direct ownership and a claim on the company's assets and income.
These are financial instruments that allow investors to gain exposure to a specific equity or index without owning the underlying asset directly. Participation notes are particularly useful for accessing markets that are otherwise hard to enter due to restrictions or high barriers.
Structured notes offer customized investment options that include a combination of debt issuance and derivative products to achieve exposure to emerging market equities. These instruments can provide higher returns based on the performance of one or more underlying equities.
The fund may use these financial contracts to speculate on the future value of an underlying asset or index or for hedging purposes to manage cash flows efficiently. Futures can enhance the fund's flexibility in responding to market changes and volatility.