EMRSX Alternatives & Similar Mutual Funds

JPMorgan Emerging Markets Research Enhanced Equity Fund (EMRSX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EMRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EMRSX

EMRSX charges 0.35% annually. There are 18 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	EMRSX vs FEMSX
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	EMRSX vs FHKFX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	0.06%	—	Jun 2000	EMRSX vs VEMIX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	EMRSX vs FERGX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	EMRSX vs FPADX

Best Risk-Adjusted Alternatives to EMRSX

EMRSX has a PortfoliosLab risk / return rank of 63. There are 106 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	96	—	—	EMRSX vs RLEMX
LZEMX	Lazard Emerging Markets Equity Portfolio	95	—	Jul 1994	EMRSX vs LZEMX
DEMIX	Delaware Emerging Markets Fund	92	—	Jun 1996	EMRSX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	92	—	Jun 1996	EMRSX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	92	—	Jun 1996	EMRSX vs DEMCX

Top Performing EMRSX Alternatives (YTD)

EMRSX is at 19.19% YTD. There are 98 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	77.44%	—	Jun 1996	EMRSX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	77.19%	—	Jun 1996	EMRSX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	76.42%	—	Jun 1996	EMRSX vs DEMCX
FQEMX	Franklin Templeton SMACS: Series EM	55.40%	—	Nov 2021	EMRSX vs FQEMX
GMAQX	GMO Emerging Markets ex-China Fund	40.55%	—	Oct 2021	EMRSX vs GMAQX

Lowest Volatility Alternatives to EMRSX

EMRSX has 23.26% 1-year volatility. There are 135 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
GSIYX	Goldman Sachs GQG Partners International Opportuni...	9.86%	—	Dec 2016	EMRSX vs GSIYX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	10.28%	—	Oct 2011	EMRSX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.51%	—	Dec 2016	EMRSX vs GQGPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.53%	—	—	EMRSX vs GQGIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	11.80%	—	Jan 2019	EMRSX vs FGKPX

Lowest Drawdown Alternatives to EMRSX

EMRSX has a 1-year max drawdown of -14.14%. There are 116 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	EMRSX vs ESCIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	EMRSX vs FGKPX
GSIYX	Goldman Sachs GQG Partners International Opportuni...	-7.81%	—	Dec 2016	EMRSX vs GSIYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	EMRSX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	EMRSX vs COBYX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	6	-1.09%	—	Nov 2010	EMRSX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	6	-1.23%	—	Feb 1992	EMRSX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	EMRSX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	28	3.73%	—	Aug 2018	EMRSX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	EMRSX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-0.72%	—	Dec 2013	EMRSX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	EMRSX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	EMRSX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	27	3.67%	—	Aug 2018	EMRSX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	7	-1.08%	—	Oct 1999	EMRSX vs VHIAX

Often Compared With EMRSX

Investors most often compare EMRSX with VEMAX, CEMFX, EFEIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	40	9.14%	163.30B	Jun 2006	EMRSX vs VEMAX
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Equities	79	20.10%	—	Aug 2012	EMRSX vs CEMFX
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Equities	22	4.09%	—	Nov 2013	EMRSX vs EFEIX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Equities	25	5.94%	—	May 2008	EMRSX vs HLFMX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Equities	59	9.39%	—	Jun 1998	EMRSX vs EITEX
TEQLX	TIAA-CREF Emerging Markets Equity Index Fund	Emerging Markets Equities	58	18.66%	—	Aug 2010	EMRSX vs TEQLX
TEMZX	Templeton Emerging Markets Small Cap Fund	Emerging Markets Equities	19	7.52%	—	Oct 2006	EMRSX vs TEMZX
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Equities	22	4.11%	—	Aug 2011	EMRSX vs DRESX
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Equities	73	21.11%	—	Dec 2015	EMRSX vs SSKEX
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Equities	81	21.29%	—	May 2018	EMRSX vs EMPTX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Equities	88	25.74%	—	Jan 2019	EMRSX vs LVAZX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	Emerging Markets Equities	65	19.99%	—	Jul 2019	EMRSX vs FCEEX
LCSMX	Martin Currie SMA-Shares Series EM Fund	Emerging Markets Equities	84	37.97%	—	Jan 2018	EMRSX vs LCSMX
WAEMX	Wasatch Emerging Markets Small Cap Fund	Emerging Markets Equities	34	13.53%	—	Sep 2007	EMRSX vs WAEMX
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Equities	90	22.30%	—	Jan 2011	EMRSX vs BEMIX
PDEZX	PGIM Jennison Emerging Markets Equity Opportunitie...	Emerging Markets Equities	16	11.29%	—	Sep 2014	EMRSX vs PDEZX
GLLSX	abrdn Emerging Markets ex-China Fund	Emerging Markets Equities	82	31.84%	—	Aug 2000	EMRSX vs GLLSX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Equities	58	9.31%	—	Jun 2006	EMRSX vs EAEMX
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Equities	90	21.50%	—	May 2021	EMRSX vs DODEX
IEMGX	Voya Multi-Manager Emerging Markets Equity Fund	Emerging Markets Equities	82	25.70%	—	Oct 2011	EMRSX vs IEMGX

Compare EMRSX with Any Fund or Stock

Compare EMRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair EMRSX with funds that move differently

JPMorgan Emerging Markets Research Enhanced Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMRSX.

Explore EMRSX Diversifiers

JPMorgan Emerging Markets Research Enhanced Equity Fund (EMRSX) Alternatives