Moelis & Company

Frequently Asked Questions About MC

What does MC invest in?

Moelis & Company operates as a dedicated investment banking advisory firm, offering expert counsel on a wide range of corporate finance matters. Its core services include strategic guidance for mergers and acquisitions (M&A), corporate recapitalizations and restructurings, and capital market transactions. The firm serves a diverse global client base, which encompasses large public multinational corporations, private middle-market businesses, financial sponsors, entrepreneurs, governmental organizations, and sovereign wealth funds. With operations spanning North and South America, Europe, the Middle East, Asia, and Australia, Moelis & Company also leverages strategic alliances, specifically with Alfaro, Dávila y Scherer, S.C. in Mexico and MA Moelis Australia. Founded in 2007, the company's headquarters are situated in New York, New York.

What is the expense ratio of MC?

An expense ratio for Moelis & Company (MC) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is MC?

Moelis & Company (MC) manages $4.54B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MC actively managed or an index fund?

MC's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MC launched?

Moelis & Company (MC) launched in April 2014 and is managed by the fund issuer.

How has MC performed?

MC's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.