Morningstar

Mercer Opportunistic Fixed Income Fund Class I MOFTX

Medalist Rating as of Sep 30, 2026 See Mercer Investment Hub

Strategy

The investment seeks to provide long-term total return, which includes capital appreciation and income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in fixed income securities. It invests in various strategic and tactical global bond market opportunities without limitations in geography (developed and emerging markets), issuer type (government/public sector and corporate/private sector), quality (investment grade, below investment grade or unrated), and currency denomination (U.S. Dollar and foreign currencies).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MOFIX	Mercer Opportunistic Fixed Income Fund Class Y-3	No Load	Open			Aug 21, 2013	$2.00B	0.500%	Low	$0	$218.56M
MOFTX	Mercer Opportunistic Fixed Income Fund Class I	Institutional	Open			Jun 27, 2023	$510,114.00	0.750%	Above Average	$0	−$1.60M

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