Morningstar

Mercer US Small/Mid Cap Equity I MSCQX

Morningstar Medalist Rating
Medalist Rating as of | See Mercer Investment Hub
  • NAV / 1-Day Return 12.21  /  +1.33 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:41 AM GMT+0

Morningstar’s Analysis MSCQX

Will MSCQX outperform in 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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 9.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

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—

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Healthcare

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