Morningstar

Mercer Mutual Funds

View all of Mercer’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Mercer Funds List

Share Class Type

1 to 13 of 13 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Mercer Non-US Core Equity Y3MNCEXForeign Large Blend13.03%320.380%LowNo Load$0
Mercer Global Low Volatility Equity Y3MGLVXGlobal Large-Stock Blend14.12%650.320%LowNo Load$0
Mercer US Small/Mid Cap Equity IMSCQXSmall Blend12.12%260.800%LowInstitutional$0
Mercer US Small/Mid Cap Equity Y3MSCGXSmall Blend12.30%240.550%LowNo Load$0
Mercer Core Fixed Income IMCFQXIntermediate Core-Plus Bond3.79%730.400%Below AverageInstitutional$0
Mercer Core Fixed Income Y3MCFIXIntermediate Core-Plus Bond4.13%570.150%LowNo Load$0
Mercer Global Low Volatility Equity IMGLSXGlobal Large-Stock Blend13.83%660.570%LowInstitutional$0
Mercer Non-US Core Equity IMNCSXForeign Large Blend12.75%370.630%Below AverageInstitutional$0
Mercer Emerging Markets Equity IMEMSXDiversified Emerging Mkts12.93%710.730%LowInstitutional$0
Mercer Emerging Markets Equity Y3MEMQXDiversified Emerging Mkts13.07%690.470%LowInstitutional$0
Mercer Opportunistic Fixed Income IMOFTXMultisector Bond—4.63%880.680%AverageInstitutional$0
Mercer Opportunistic Fixed Income Y3MOFIXMultisector Bond—4.74%870.430%LowNo Load$0
Mercer Short Duration Fixed Inc Y-3MSDYXShort-Term Bond—4.64%450.200%LowInstitutional$0

Mercer Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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