Mercator Mutual Funds

Mercator Mutual Funds open-end and exchange-traded products are more expensive than similarly distributed funds at other highly-rated asset managers, on average in the most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. With an average asset-weighted tenure of six years among the longest-tenured managers at Mercator Mutual Funds, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Turnover among Mercator Mutual Funds portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.