MOFTX Mutual Fund

MOFTX Mutual Fund (Mercer Opportunistic Fixed Income Fund Class I) is managed by Mercer Funds. MOFTX expense ratio is 0.76%, holding 2803 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2023-06-27.

MOFTX performance shows a YTD return of 2.37%. The 1-year return is 5.07% and the 5-year return is 2.15%. MOFTX dividend yield stands at 2.24%, paid monthly.

MOFTX top holdings include State Street Navigator Securities Lending Government Money Market Portfolio (3.5%), Pimco Multisector Bond Active Exchange-Traded Fund Usetf 5.5% 13/07/2056 (1.2%), Bnp Paribas Sa (1.1%), Umbs, 30 Year, Single Family 5.5 2052-08-15 (1.1%), Us T-Note 4.625% 02/15/35 (0.9%). Go to all MOFTX holdings, MOFTX sectors, or MOFTX dividends.

MOFTX can be compared against other funds. Use MOFTX overlap to find shared positions, or MOFTX vs another fund for a side-by-side view. MOFTX alternatives are available via the screener, along with tax-loss harvesting opportunities.