Morningstar

Mercer US Small/Mid Cap Equity Fund Class I MSCQX

Morningstar Medalist Rating
Medalist Rating as of | See Mercer Investment Hub
  • NAV / 1-Day Return 12.81  /  −0.62 %
  • Total Assets 1.8B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.710%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.66%
  • Turnover 59%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:18 AM GMT+0

Morningstar’s Analysis MSCQX

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

  • People Pillar

    The People Pillar is our evaluation of the MSCQX 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 MSCQX’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 I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MSCQX

More MSCQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

2.64 49M
Cash and Equivalents

Comfort Systems USA Inc

2.12 39M
Industrials

E-Mini Russ 2000 Jun26 Xcme 20260618

1.33 25M
—

S+p Mid 400 Emini Jun26 Xcme 20260618

1.28 24M
—

Jazz Pharmaceuticals PLC

1.13 21M
Healthcare

Jabil Inc

1.05 20M
Technology

Rocket Lab Corp

0.86 16M
Industrials

FTAI Aviation Ltd

0.83 15M
Industrials

Ascendis Pharma AS

0.82 15M
Healthcare

APi Group Corp

0.80 15M
Industrials

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