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Morningstar

Mercer Global Low Volatility Equity Y3 MGLVX

Morningstar Medalist Rating
Medalist Rating as of | See Mercer Investment Hub
  • NAV / 1-Day Return 13.84  /  +0.65 %
  • Total Assets 678.6 Mil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.78%
  • Turnover 29%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis MGLVX

Will MGLVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MGLVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MGLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Mercer Global Low Volatility Equity Y3 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGLVX

More MGLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

2.77 22.3 Mil
Technology

Alphabet Inc Class A

2.60 20.9 Mil
Communication Services

Visa Inc Class A

2.51 20.2 Mil
Financial Services

Usd

1.99 16.0 Mil
Cash and Equivalents

ASML Holding NV

1.65 13.3 Mil
Technology

Amazon.com Inc

1.64 13.2 Mil
Consumer Cyclical

Intuit Inc

1.37 11.0 Mil
Technology

UnitedHealth Group Inc

1.34 10.8 Mil
Healthcare

Mastercard Inc Class A

1.28 10.3 Mil
Financial Services

Elevance Health Inc

1.21 9.7 Mil
Healthcare