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Mercer Funds - Mercer US Small/Mid Cap Equity Fund (MSCGX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.12% |
| 5y Average Return | 10.83% |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 24, 2024) | 44.13% |
| Worst 1Y Total Return (Oct 24, 2024) | -- |
| Best 3Y Total Return | 44.13% |
| Worst 3Y Total Return | 4.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MSCGX
Category
- YTD
- 12.49%
- 20.19%
- 1-Month
- 1.07%
- 0.02%
- 3-Month
- 8.02%
- 4.36%
- 1-Year
- 24.94%
- 60.18%
- 3-Year
- 4.77%
- 11.32%
- 5-Year
- 11.20%
- 13.88%
- 10-Year
- 9.18%
- 11.19%
- Last Bull Market
- 28.83%
- 27.98%
- Last Bear Market
- -14.66%
- -24.08%
Annual Total Return (%) History
Year
MSCGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.27% | -4.71% | 8.02% | -- |
| 2023 | 3.57% | 3.44% | -3.14% | 11.07% |
| 2022 | -7.60% | -14.66% | -3.08% | 8.93% |
| 2021 | 11.08% | 4.99% | 0.07% | 6.56% |
| 2020 | -30.23% | 26.07% | 6.58% | 23.40% |
| 2019 | 15.15% | 3.68% | -1.05% | 9.49% |
| 2018 | -0.16% | 4.14% | 3.69% | -19.43% |
| 2017 | 5.45% | 2.30% | 4.05% | 5.95% |
| 2016 | -3.65% | 1.99% | 5.48% | 6.89% |
| 2015 | 5.89% | 0.98% | -11.66% | 3.80% |
| 2014 | -0.48% | 1.21% | -2.86% | 6.74% |
| 2013 | 11.48% | 1.93% | 10.52% | 9.13% |
| 2012 | 15.74% | -6.54% | 6.08% | 1.44% |
| 2011 | 9.95% | -0.16% | -20.21% | 12.11% |
| 2010 | 7.38% | -11.59% | 13.57% | 16.04% |
| 2009 | -1.75% | 17.29% | 16.80% | 7.08% |
| 2008 | -14.36% | 6.50% | -16.79% | -26.99% |
| 2007 | 2.19% | 9.43% | -0.55% | -2.80% |
| 2006 | 11.85% | -7.59% | 2.17% | 6.50% |
| 2005 | 4.80% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 28 |
| 3-Month | 69 |
| 1-Year | 58 |
| 3-Year | 44 |
| 5-Year | 35 |
Load Adjusted Returns
| 1-Year | 24.94% |
| 3-Year | 4.77% |
| 5-Year | 11.20% |
| 10-Year | 9.18% |
Performance & Risk
| YTD Return | 12.12% |
| 5y Average Return | 10.83% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Mercer Funds |
| Net Assets | 1.7B |
| YTD Return | 12.49% |
| Yield | 0.87% |
| Morningstar Rating | |
| Inception Date | Jun 27, 2023 |
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.
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