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Morningstar

Mercator International Opportunity A MOOPX

Morningstar Medalist Rating
Medalist Rating as of | See Mercator Mutual Funds Investment Hub
  • NAV / 1-Day Return 10.50  /  −0.85 %
  • Total Assets 21.6 Mil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.550%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield —
  • Turnover 49%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MOOPX

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

  • People Pillar

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

Mercator International Opportunity A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MOOPX

More MOOPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Watches of Switzerland Group PLC

7.06 1.6 Mil
Consumer Cyclical

MercadoLibre Inc

4.25 948,960
Consumer Cyclical

Lasertec Corp

3.53 789,491
Technology

Tokyo Electron Ltd

3.20 715,222
Technology

Aixtron SE

3.05 682,593
Technology

Alk-Abello A/S Class B

2.79 623,279
Healthcare

Bengo4.com Inc

2.76 616,668
Industrials

CoreSite Realty Corp

2.72 607,918
Real Estate

Brunello Cucinelli SpA ADR

2.62 586,631
Consumer Cyclical

ASM International NV

2.55 570,459
Technology