Morningstar

Mercer US Small/Mid Cap Equity Fund Class Y3 MSCGX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Mercer Investment Hub
  • NAV / 1-Day Return $12.68  /  +0.71 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 0.510%
  • Net Expense Ratio 0.470%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.89%
  • Turnover Ratio 59%
NAV and 1-Day Return as of

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 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

2.62 44M
Cash and Equivalents

E-Mini Russ 2000 Dec26 Xcme 20261218

1.42 24M
—

S+P Mid 400 Emini Dec26 Xcme 20261218

1.09 18M
—

Jazz Pharmaceuticals PLC

1.02 17M
Healthcare

Ascendis Pharma AS

0.94 16M
Healthcare

MACOM Technology Solutions Holdings Inc

0.80 13M
Technology

BJ's Wholesale Club Holdings Inc

0.78 13M
Consumer Defensive

APi Group Corp

0.71 12M
Industrials

ITT Inc

0.65 11M
Industrials

Moog Inc Class A

0.65 11M
Industrials

Sponsor Center