Mondrian Global Equity Value FundMPGVX

MUTUAL FUNDMondrian
Type
Mutual fund
Peer group
Global equity
Net assets
$380.8M
Expense ratio
0.74%
1-year return
+23.2%
3 years, a year
+17.1%
5 years, a year
+9.9%
Holdings
55

What it aims to do.

The Mondrian Global Equity Value Fund (the Fund) seeks long-term total return.

Top 10 holdings.

Holding% of fund
GOOGL Alphabet Inc.3.58%
Samsung Electronics Co., Ltd.3.47%
MSFT Microsoft Corporation3.14%
TXN Texas Instruments Incorporated2.86%
MRK Merck & Co., Inc.2.84%
TMO Thermo Fisher Scientific Incorporated2.75%
Lloyds Banking Group Plc2.73%
London Stock Exchange Group Plc2.54%
SCHW The Charles Schwab Corporation2.48%
Deutsche Post AG2.39%

More on MPGVX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.