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Mercer Funds - Mercer US Small/Mid Cap Equity Fund (MSCGX)
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9/21 12:03 PM
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12.16 - YTD Return 12.49%
- Expense Ratio 0.55%
- Category Small Blend
- Last Cap Gain 21.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 1.7B
- Beta (5Y Monthly) 1.00
- Yield 0.87%
- 5y Average Return --
- Holdings Turnover 44.00%
- Last Dividend 0.11
- Inception Date Jun 27, 2023
The fund invests principally in equity securities (such as common stock) issued by small-to-medium capitalization U.S. companies. It employs a "core equity" investment strategy that seeks to meet the fund's investment objective by investing in both growth- and value-oriented equity securities. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in the equity securities of small-to-medium capitalization U.S. companies.
Mercer Funds
Fund Family
Small Blend
Fund Category
1.7B
Net Assets
2023-06-27
Inception Date
Performance Overview: MSCGX
View MoreTrailing returns as of 10/24/2024. Category is Small Blend.
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Holdings: MSCGX
View MoreTop 8 Holdings (7.19% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMSCGX
Industrials 20.07%
Consumer Cyclical 16.77%
Technology 15.45%
Financial Services 14.80%
Healthcare 13.88%
Consumer Defensive 4.90%
Energy 4.26%
Real Estate 3.32%
Basic Materials 2.96%
Utilities 2.47%
Communication Services 1.12%
Recent News: MSCGX
View MoreResearch Reports: MSCGX
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