Mercer Funds Mutual Funds List
Here you can find all mutual funds issued by Mercer Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.39%
- Avg. 1 Year Return
- 20.82%
- Avg. 5 Year Return
- 4.49%
- Median Risk/Return Score
- 43 / 100
Mercer Funds Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mercer Non-US Core Equity Fund | Foreign Large Cap Equities | Aug 17, 2006 | 0.39% | 10.14% | — | 12.39% | 43 | ||||||||
| Mercer US Small/Mid Cap Equity Fund | Small Cap Blend Equities | Aug 15, 2005 | 0.48% | 13.06% | — | 6.82% | 52 |
Explore top Mercer Funds Mutual Fund Categories and Asset Classes
Mercer Funds Bond Mutual fundsMercer Funds Equity Mutual fundsMercer Funds Multi-Asset Mutual fundsMercer Funds Emerging Markets Diversified Mutual fundsMercer Funds Foreign Large Cap Equities Mutual fundsMercer Funds Intermediate Core-Plus Bond Mutual fundsMercer Funds Multisector Bonds Mutual fundsMercer Funds Small Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Mercer Funds Mutual funds by Risk/Return Score
The top Mercer Funds Mutual funds by PortfoliosLab Risk/Return Score are MEMQX (91) and MSCGX (52).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Mercer Emerging Markets Equity Fund | 91 | — | Apr 2012 | |
| Mercer US Small/Mid Cap Equity Fund | 52 | — | Aug 2005 | |
| Mercer Non-US Core Equity Fund | 43 | — | Aug 2006 | |
| Mercer Opportunistic Fixed Income Fund | 17 | — | Aug 2013 | |
| Mercer Core Fixed Income Fund | 9 | — | Aug 2005 |
Best-Performing Mercer Funds Mutual funds Over 5 Years
The top Mercer Funds Mutual funds is MNCEX (9.73%).
Across the lineup, Mercer Funds Mutual funds show an average 1-year return of 20.82% and an average 5-year return of 4.49%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Mercer Non-US Core Equity Fund | 9.73% | — | Aug 2006 | |
| Mercer US Small/Mid Cap Equity Fund | 6.91% | — | Aug 2005 | |
| Mercer Emerging Markets Equity Fund | 4.49% | — | Apr 2012 | |
| Mercer Opportunistic Fixed Income Fund | 1.42% | — | Aug 2013 | |
| Mercer Core Fixed Income Fund | -0.12% | — | Aug 2005 |
Lowest-Cost Mercer Funds Mutual funds
The top Mercer Funds Mutual funds is MCFIX (0.16%).
With an average expense ratio of 0.39%, Mercer Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | |
| Mercer Non-US Core Equity Fund | 0.39% | — | Aug 2006 | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | |
| Mercer US Small/Mid Cap Equity Fund | 0.48% | — | Aug 2005 | |
| Mercer Emerging Markets Equity Fund | 0.49% | — | Apr 2012 |
Highest-Yield Mercer Funds Mutual funds
The top Mercer Funds Mutual funds is MNCEX (12.39%).
Across the lineup, Mercer Funds Mutual funds show an average dividend yield of 5.84%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Mercer Non-US Core Equity Fund | 12.39% | — | Aug 2006 | |
| Mercer US Small/Mid Cap Equity Fund | 6.82% | — | Aug 2005 | |
| Mercer Core Fixed Income Fund | 4.32% | — | Aug 2005 | |
| Mercer Opportunistic Fixed Income Fund | 3.36% | — | Aug 2013 | |
| Mercer Emerging Markets Equity Fund | 2.29% | — | Apr 2012 |
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