Mercer US Small/Mid Cap Equity Fund (MSCGX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSCGX
MSCGX charges 0.48% annually. There are 29 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | MSCGX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | MSCGX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | MSCGX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | MSCGX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | MSCGX vs TISBX |
Best Risk-Adjusted Alternatives to MSCGX
MSCGX has a PortfoliosLab risk / return rank of 62. There are 100 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | MSCGX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | MSCGX vs WWSIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | MSCGX vs GQSCX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | MSCGX vs RIVSX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | MSCGX vs MOPIX |
Top Performing MSCGX Alternatives (YTD)
MSCGX is at 16.13% YTD. There are 130 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.59% | — | Dec 2007 | MSCGX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.28% | — | Dec 1991 | MSCGX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | MSCGX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.01% | — | Apr 1997 | MSCGX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.82% | — | Apr 1997 | MSCGX vs WESCX |
Lowest Volatility Alternatives to MSCGX
MSCGX has 16.09% 1-year volatility. There are 13 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.92% | — | Nov 1996 | MSCGX vs HFCGX | |
| DFA International Small Company Portfolio | 14.34% | 15.72B | Sep 1996 | MSCGX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | MSCGX vs CSMDX | |
| DWS Small Cap Core Fund | 15.01% | — | Jul 2000 | MSCGX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | MSCGX vs BOSOX |
Lowest Drawdown Alternatives to MSCGX
MSCGX has a 1-year max drawdown of -9.22%. There are 40 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | MSCGX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | MSCGX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | MSCGX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | MSCGX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | MSCGX vs SSCDX |
Other Mutual Funds from Mercer Funds
The 4 most viewed Mercer Funds mutual funds shown here include MOFIX, MCFIX, MNCEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mercer Opportunistic Fixed Income Fund | Multisector Bonds | 8 | -1.42% | — | Aug 2013 | MSCGX vs MOFIX | |
| Mercer Core Fixed Income Fund | Intermediate Core-Plus Bond | 7 | -1.66% | — | Aug 2005 | MSCGX vs MCFIX | |
| Mercer Non-US Core Equity Fund | Foreign Large Cap Equities | 52 | 9.98% | — | Aug 2006 | MSCGX vs MNCEX | |
| Mercer Emerging Markets Equity Fund | Emerging Markets Diversified | 78 | 21.69% | — | Apr 2012 | MSCGX vs MEMQX |
Often Compared With MSCGX
Investors most often compare MSCGX with IVOG, VLXVX, WEMMX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MSCGX with Any Fund or Stock
Compare MSCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSCGX with funds that move differently
Mercer US Small/Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSCGX.
Explore MSCGX Diversifiers