MO
| |
Mercer Opportunistic Fixed Income Fund | MOFAXMutual Fund | |
| Mercer Funds | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
Mercer Opportunistic Fixed Inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HPE | Hewlett Packard Enterprise Co | 0 | 0 | Sold Out | 0.000 | -50.38% | 0.000 | +47.61% | -1.45% | 27,189.1 | Hardware | |
NEE | NextEra Energy Inc | 0 | 0 | Sold Out | 0.000 | -49.62% | 0.000 | +13.97% | +5.48% | 153,162.2 | Utilities - Regulated |
Mercer Opportunistic Fixed Income Fund's Historical Top Holdings Breakdowns
Mercer Opportunistic Fixed Income Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HPE | Hewlett Packard Enterprise Co | 2025-03-31 | Sold Out Sold Out | -50.38% | 14.77 ($19.91) 24.42 | $20.72 | 4.07% | Sold Out | 0 | -7,193 | |
NEE | NextEra Energy Inc | 2025-03-31 | Sold Out Sold Out | -49.62% | 66.96 ($70.58) 76.16 | $74.40 | 5.41% | Sold Out | 0 | -9,104 | |
HPE | Hewlett Packard Enterprise Co | 2024-12-31 | New Buy New Buy | +50.38% | 19.31 ($21.13) 23.95 | $20.72 | -1.94% | New holding | 7,193 | 7,193 | |
NEE | NextEra Energy Inc | 2024-12-31 | New Buy New Buy | +49.62% | 69.77 ($77.56) 85.43 | $74.40 | -4.07% | New holding | 9,104 | 9,104 | |
AMPY | Amplify Energy Corp | 2024-12-31 | Sold Out Sold Out | -0.20% | 5.71 ($6.54) 7.22 | $3.39 | -48.17% | Sold Out | 0 | -10 | |
ETRN | Equitrans Midstream Corp | 2024-09-30 | Sold Out Sold Out | -99.99% | 12.35 ($12.74) 13.02 | $12.42 | -2.51% | Sold Out | 0 | -40,584 | |
MPLX | MPLX LP | 2024-03-31 | Sold Out Sold Out | -91.04% | 36.67 ($38.77) 41.56 | $50.66 | 30.67% | Sold Out | 0 | -51,644 | |
ETRN | Equitrans Midstream Corp | 2024-03-31 | Add Add | +79.95% | 9.93 ($10.73) 12.49 | $12.42 | 15.75% | Add 399.07% | 40,584 | 32,452 | |
MPLX | MPLX LP | 2023-12-31 | Reduce Reduce | -49.97% | 34.95 ($35.94) 36.72 | $50.66 | 40.96% | Reduce -49.97% | 51,644 | -51,576 | |
ETRN | Equitrans Midstream Corp | 2023-12-31 | New Buy New Buy | +8.96% | 8.62 ($9.41) 10.43 | $12.42 | 31.99% | New holding | 8,132 | 8,132 |
Mercer Opportunistic Fixed Income Fund Total Holding History ($B)
Mercer Opportunistic Fixed Income Fund's Asset Allocation
Mercer Opportunistic Fixed Income Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Mercer Opportunistic Fixed Income Fund's Hypothetical Growth since 2025-03-31
Mercer Opportunistic Fixed Income Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mercer Opportunistic Fixed Income Fund News
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