MOFIX Mutual Fund
MOFIX Mutual Fund
MOFIX Mutual Fund
Mercer Opportunistic Fixed Income Fund Class Y3
MOFIX Mutual Fund Overview
MOFIX Mutual Fund (Mercer Opportunistic Fixed Income Fund Class Y3) is managed by Mercer Funds with $1.23B in net assets. MOFIX expense ratio is 0.51%, holding 2548 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2013-08-21.
MOFIX performance shows a YTD return of -3.55%. The 1-year return is -3.17% and the 5-year return is 0.52%. MOFIX dividend yield stands at 7.58%, paid monthly.
MOFIX top holdings include Ultra 10 Year Us Treasury Note Future Dec 26 (4.0%), Swpc0odz4 Cds Usd R F 5.00000 1 Ccpcdx (3.2%), Us 5Yr Note (Cbt) Dec26 Xcbt 20261231 (2.7%), 10 Year Treasury Note Future Dec 26 (2.2%), 2 Year Treasury Note Future Dec 26 (1.8%). Go to all MOFIX holdings, MOFIX sectors, or MOFIX dividends.
MOFIX can be compared against other funds. Use MOFIX overlap to find shared positions, or MOFIX vs another fund for a side-by-side view. MOFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.