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Morningstar

Mercer US Large Cap Equity Y3 MLCGX

Morningstar Analyst Rating
Quantitative rating as of | See Mercer Investment Hub
  • NAV / 1-Day Return 10.03  /  1.21 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 30%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:00 AM GMT+00:00

Morningstar’s Analysis MLCGX

Will MLCGX 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 MLCGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MLCGX 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 MLCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Mercer US Large Cap Equity Y3 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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