Morningstar

Mercer Mutual Funds

View all of Mercer’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Mercer Mutual Funds List

1 to 12 of 12 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Mercer Non-US Core Equity Fund Class Y3MNCEXForeign Large Blend
11.20%280.380%LowNo Load$0
Mercer US Small/Mid Cap Equity Fund Class Y3MSCGXSmall Blend
14.23%590.510%LowNo Load$0
Mercer Non U.S. Core Equity Fund Class IMNCSXForeign Large Blend
10.98%330.630%Below AverageInstitutional$0
Mercer Opportunistic Fixed Income Fund Class Y-3MOFIXMultisector Bond—1.18%290.500%LowNo Load$0
Mercer Core Fixed Income Fund Class IMCFQXIntermediate Core-Plus Bond
−0.76%630.400%Below AverageInstitutional$0
Mercer Opportunistic Fixed Income Fund Class IMOFTXMultisector Bond—0.85%370.750%Above AverageInstitutional$0
Mercer US Small/Mid Cap Equity Fund Class IMSCQXSmall Blend
13.98%650.760%LowInstitutional$0
Mercer Core Fixed Income Fund Class Y3MCFIXIntermediate Core-Plus Bond
−0.58%500.150%LowNo Load$0
Mercer Emerging Markets Equity Fund Class Y3MEMQXDiversified Emerging Markets
13.45%420.350%LowInstitutional$0
Mercer Emerging Markets Equity Fund Class IMEMSXDiversified Emerging Markets
13.14%450.600%LowInstitutional$0
Mercer Short Duration Fixed Income Fund Class Y-3MSDYXShort-Term Bond—
1.54%330.200%LowInstitutional$0
Mercer Short Duration Fixed Income Fund Class IMSDBXShort-Term Bond—
1.22%540.450%AverageInstitutional$0

Mercer Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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