MOFIX Mutual Fund

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 2803 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2013-08-21.

MOFIX performance shows a YTD return of 2.70%. The 1-year return is 5.42% and the 5-year return is 0.76%. MOFIX dividend yield stands at 5.23%, paid monthly.

MOFIX 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 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.