Total Return | -2.58 | 6.59 | 23.21 | -9.65 | 11.54 |
Category Average | -3.05 | 4.75 | 23.14 | -9.09 | 11.88 |
Assets for Each Yr* | 5.84 | 7.41 | 7.53 | 6.45 | 7.16 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 11.54 | 7.64 | 4.44 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$7,164 mil | $0 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 2.0 | 15.44 | 0.81 | Below Avg |
International Stock | 4.2 | 61.53 | 0.85 | Below Avg |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | 2.9 | 23.02 | 0.68 | Below Avg |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Mercer Non-US Core Equity Y3 | 6 | -- | ||
Mercer Core Fixed Income Y3 | 9 | -- | ||
Mercer Global Low Volatility | 16 | -- | ||
Mercer Emerging Markets Equi | 59 | -- | ||
Mercer US Large Cap Equity Y | 70 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Mercer Opportunistic Fixed I | 100 | -- | ||
Mercer US Small/Mid Cap Equi | 93 | -- | ||
Mercer US Large Cap Equity Y | 70 | -- | ||
Mercer Emerging Markets Equi | 59 | -- | ||
Mercer Global Low Volatility | 16 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Mercer Core Fixed Income Y3 | 0.43 | -- | ||
Mercer US Large Cap Equity Y | 0.63 | -- | ||
Mercer Non-US Core Equity Y3 | 0.79 | -- | ||
Mercer Global Low Volatility | 0.83 | -- | ||
Mercer Emerging Markets Equi | 0.92 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Mercer US Small/Mid Cap Equi | 0.98 | -- | ||
Mercer Emerging Markets Equi | 0.92 | -- | ||
Mercer Opportunistic Fixed I | 0.92 | -- | ||
Mercer Global Low Volatility | 0.83 | -- | ||
Mercer Non-US Core Equity Y3 | 0.79 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Mercer Non-US Core E | Benjamin Stone | 5.70 | ||
Mercer US Small/Mid | Richard D. Lee | 5.30 | ||
Mercer Core Fixed In | Edmund F. Ingalls | 4.60 | ||
Mercer Global Low Vo | Brendan O. Bradley | 4.00 | ||
Mercer Emerging Mark | Ricky Fong | 2.10 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Mercer Opportunistic | Michael C. Buchanan | 1.30 | ||
Mercer US Large Cap | Ricky Fong | 1.90 | ||
Mercer Emerging Mark | Ricky Fong | 2.10 | ||
Mercer Global Low Vo | Brendan O. Bradley | 4.00 | ||
Mercer Core Fixed In | Edmund F. Ingalls | 4.60 |