BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF targets U.S. dollar-denominated EM sovereign and quasi-sovereign bonds with capped duration. XEMD boasts a strong recent performance: +13.6% in 2025 YTD and a portfolio split roughly 50/50 between investment-grade and sub-investment-grade debt. Current EM credit spreads are historically tight, limiting immediate upside; XEMD is rated 'Hold' pending more attractive entry points.
Recent data is highlighting why investors should consider adding more exposure to emerging markets. S&P Global research found that at the end of April, the Emerging Market PMI Output Index was sitting at 53.6.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 164 | $7,207.8 | $7,327.52 | $119.72 | 1.66% |
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 9.54M | $416.09M | $426.46M | $10.37M | 2.49% |
Andrew Endelman Independent Wealth Network Inc. | 17,576 | $783,538.08 | $785,383.56 | $1,845.48 | 0.24% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,860 | $261,238.8 | $262,029.9 | $791.1 | 0.3% |
Arthur Garcia Atlas Financial Advisors Inc. | 8,617 | $359,156.56 | $384,835.22 | $25,678.66 | 7.15% |
| BATS Exchange | US Country |
The company described operates as an investment fund, focusing on bonds issued by entities in emerging markets. These bonds are specifically denominated in U.S. dollars, a choice likely made to mitigate currency risk for U.S. investors. The fund commits to investing at least 80% of its net assets into these emerging markets bonds. By concentrating on bonds with an average life span of 1-10 years, the fund appears to cater to investors looking for medium-term investment opportunities. Despite the focus on emerging markets, which are known for their growth potential and higher risk compared to developed markets, the fund's investment in U.S. dollar-denominated bonds could be seen as a way to balance between seeking growth and managing risk. The notation that it is "non-diversified" signals that it may invest more heavily in particular sectors or regions, potentially increasing both risk and reward for investors.
The fund's investment strategy revolves around two main types of products and services:
This service focuses on investing in bonds issued by entities within emerging markets, denominated in U.S. dollars. By targeting bonds with an average life of 1-10 years, the fund provides exposure to medium-term debt instruments. This could attract investors who are looking for a blend of growth and income, along with a moderate level of risk. The choice to denominate investments in U.S. dollars is designed to reduce currency risk, making it a potentially more attractive option for U.S.-based investors interested in emerging markets.
As a non-diversified fund, it concentrates investments more narrowly than diversified funds. This approach allows for potentially higher returns, as the fund can focus on areas where the fund manager sees the greatest potential. However, this concentration also increases risk, as the fund's performance is more closely tied to the success or failure of its specific investments. This service caters to investors who are willing to accept higher risk for the chance of higher returns and who believe in the fund manager's ability to select winning investments in emerging markets.