Mercer US Small/Mid Cap Equity Fund (MSCGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MSCGX
MSCGX charges 0.48% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among MSCGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | MSCGX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | MSCGX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | MSCGX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | MSCGX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | MSCGX vs VSMAX |
Best Risk-Adjusted Alternatives to MSCGX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | MSCGX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | MSCGX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | MSCGX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | MSCGX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | MSCGX vs PRSVX |
Top Performing MSCGX Alternatives (YTD)
MSCGX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | MSCGX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | MSCGX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | MSCGX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | MSCGX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | MSCGX vs RIVSX |
Lowest Volatility Alternatives to MSCGX
MSCGX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | MSCGX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | MSCGX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | MSCGX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | MSCGX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | MSCGX vs CSMDX |
Lowest Drawdown Alternatives to MSCGX
MSCGX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | MSCGX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | MSCGX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | MSCGX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | MSCGX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | MSCGX vs BOSOX |
Other Mutual Funds from Mercer Funds
Most popular Mercer Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Mercer Non-US Core Equity Fund | Foreign Large Cap Equities | 78 | -1.72% | Aug 17, 2006 | MSCGX vs MNCEX | |
| Mercer Opportunistic Fixed Income Fund | Multisector Bonds | 45 | -2.95% | Aug 20, 2013 | MSCGX vs MOFIX | |
| Mercer Core Fixed Income Fund | Intermediate Core-Plus Bond | 41 | -1.10% | Aug 15, 2005 | MSCGX vs MCFIX | |
| Mercer Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | 1.98% | Apr 30, 2012 | MSCGX vs MEMQX |
Often Compared With MSCGX
What investors most often compare with MSCGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P Mid-Cap 400 Growth ETF | Small Cap Growth Equities | 63 | 4.02% | Sep 7, 2010 | MSCGX vs IVOG | |
| Vanguard Target Retirement 2065 Fund | Diversified Portfolio, Target Retirement Date | 69 | -3.97% | Jul 12, 2017 | MSCGX vs VLXVX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | MSCGX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | MSCGX vs TISBX |
Compare MSCGX with Any Fund or Stock
Compare MSCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.