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Morningstar

Mercer Non-US Core Equity Y3 MNCEX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.77  /  0.31 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.55%
  • Turnover 57%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MNCEX

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

People Pillar

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

Summary

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Strength in Mercer Non-US Core Equity Y3’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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