Nasdaq - Delayed Quote USD

Mercer Funds - Mercer US Small/Mid Cap Equity Fund (MSCGX)

10.63
-0.29
(-2.66%)
At close: 8:02:07 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests principally in equity securities (such as common stock) issued by small-to-medium capitalization U.S. companies. It employs a "core equity" investment strategy that seeks to meet the fund's investment objective by investing in both growth- and value-oriented equity securities. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in the equity securities of small-to-medium capitalization U.S. companies.

Fund Overview

Category Small Blend
Fund Family Mercer Funds
Net Assets 1.57B
YTD Return -9.10%
Yield 0.99%
Morningstar Rating
Inception Date Jun 27, 2023

Performance & Risk

YTD Return -5.17%
5y Average Return 12.37%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

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