MOFTX Mutual Fund
MOFTX Mutual Fund
MOFTX Mutual Fund
Mercer Opportunistic Fixed Income Fund Class I
MOFTX Mutual Fund Overview
MOFTX Mutual Fund (Mercer Opportunistic Fixed Income Fund Class I) is managed by Mercer Funds with $520,000 in net assets. MOFTX expense ratio is 0.76%, holding 2548 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2023-06-27.
MOFTX performance shows a YTD return of -3.59%. The 1-year return is -3.27% and the 5-year return is 2.15%. MOFTX dividend yield stands at 4.36%, paid monthly.
MOFTX 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 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.