Nasdaq - Delayed Quote USD
Mercer Funds - Mercer US Small/Mid Cap Equity Fund (MSCGX)
At close: 8:00 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 44.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 12.12% |
| 5y Average Return | 10.83% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MSCGX | Category Average | MSCGX | Category Average | MSCGX | Category Average | |
| Alpha | -6.29 | -0.09 | -4.85 | -0.06 | -4.56 | -0.06 |
| BETA | 1 | 0.01 | 1.1 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.55 | 0.01 | 1.09 | 0.01 | 0.88 | 0.01 |
| R-squared | 78.78 | 0.83 | 82.39 | 0.77 | 82.41 | 0.78 |
| Standard Deviation | 19.81 | 0.26 | 21.76 | 0.21 | 18.64 | 0.19 |
| Sharpe Ratio | 0.14 | 0 | 0.49 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | 0.89 | 0.08 | 7.96 | 0.1 | 6.68 | 0.09 |
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