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Mercer US Small/Mid Cap Equity Y3 MSCGX

Medalist Rating as of | See Mercer Investment Hub
  • NAV / 1-Day Return 11.29  /  +0.62 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.99%
  • Turnover 42%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:28 AM GMT+0

Morningstar’s Analysis MSCGX

Will MSCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Mercer US Small/ Mid Cap Equity Y3 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings MSCGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

4.11 67.1 Mil
Cash and Equivalents

E-Mini Russ 2000 Mar24 Xcme 20240315

2.06 33.6 Mil

S+P Mid 400 Emini Mar24 Xcme 20240315

1.97 32.1 Mil

Atkore Inc

1.04 17.0 Mil
Industrials

BJ's Wholesale Club Holdings Inc

0.99 16.2 Mil
Consumer Defensive

Neurocrine Biosciences Inc

0.98 16.0 Mil
Healthcare

Texas Roadhouse Inc

0.94 15.4 Mil
Consumer Cyclical

Vistra Corp

0.85 13.9 Mil
Utilities

CyberArk Software Ltd

0.83 13.6 Mil
Technology

WEX Inc

0.80 13.0 Mil
Technology