MCFIX - Mercer Core Fixed Income Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Mercer Core Fixed Income Fund

Management Information
Howard C. Greene,Lead Manager since May 31, 2016
Howard C. Greene, CFA Senior Portfolio Manager, Co-Head of U.S. Core and Core-Plus Fixed Income, Manulife Investment Management Howard is co-head of the firm’s U.S. core and core-plus fixed-income team and serves as a co-lead portfolio manager for the core and core-plus fixed-income strategies. Prior to joining the company, he spent more than 14 years at Sun Life Financial Services of Canada as a senior vice president for Sun Capital Advisers, managing investment-grade and high-yield fixed-income portfolios.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryIntermediate Core-Plus Bond
Fund FamilyMercer Funds
Net Assets1.71B
YTD Return2.64%
Morningstar Rating★★★★
Inception DateAug 14, 2005

Fund Operations

Last Dividend0.29
Last Cap Gain-5.00
Holdings Turnover203.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMCFIXCategory Average
Annual Report Expense Ratio (net)0.16%0.75%
Prospectus Net Expense Ratio0.16%N/A
Prospectus Gross Expense Ratio0.39%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.74%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A