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 2043 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2023-06-27.

MOFTX performance shows a YTD return of 1.45%. The 1-year return is 5.32% and the 5-year return is 2.15%. MOFTX dividend yield stands at 2.25%, paid monthly.

MOFTX top holdings include State Street Navigator Securities Lending Government Money Market Portfolio (5.2%), Deutsche Bank Securities, Inc 2024-03-01 (2.1%), Fnma Tba 2050-10-01 (1.4%), FNMA 30YR TBA 6.5% NOV 23 (1.4%), Fannie Mae Or Freddie Mac (1.3%). 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.