Morningstar

Mercer US Small/Mid Cap Equity Fund Class Y3 MSCGX

Morningstar Medalist Rating
Medalist Rating as of | See Mercer Investment Hub
  • NAV / 1-Day Return 12.91  /  +0.94 %
  • Total Assets 1.8B
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.470%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.86%
  • Turnover 46%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:31 AM GMT+0

Morningstar’s Analysis MSCGX

Will MSCGX outperform in the 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 MSCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Mercer US Small/Mid Cap Equity Y3 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSCGX

More MSCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

2.84 54M
Cash and Equivalents

E-Mini Russ 2000 Sep26 Xcme 20260918

1.52 29M
—

S+p Mid 400 Emini Sep26 Xcme 20260918

1.34 26M
—

Comfort Systems USA Inc

1.25 24M
Industrials

Jazz Pharmaceuticals PLC

1.00 19M
Healthcare

Ascendis Pharma AS

0.94 18M
Healthcare

MACOM Technology Solutions Holdings Inc

0.87 17M
Technology

Advanced Energy Industries Inc

0.83 16M
Industrials

FTAI Aviation Ltd

0.81 15M
Industrials

Natera Inc

0.77 15M
Healthcare

Sponsor Center