Screener › Index Fund › MR500
Index Fund
U.S. Stocks
MeridianClad 500 Index Fund
Symbol MR500 · Inception Jan 15, 1992 · Net assets $689.3B
$640.96
+$421.66 (+192.28%) today
As of Oct 24, 2026 8:28 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +10.11% | $11,011 |
| 1 year | +19.02% | $11,902 |
| 3 years | +10.24% | $13,397 |
| 5 years | +14.10% | $19,339 |
| 10 years | +12.44% | $32,300 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
Broad exposure to 500 of the largest U.S. companies, weighted by market capitalisation.
What you pay
On a $10,000 position the 0.02% expense ratio costs $2.00 a year. Over 30 years at a 7% gross return, that fee drag totals roughly $483 in foregone growth.
Hypothetical growth of $10,000
Compounded at this security's 5-year annualised return (+14.1%) for 20 years. Illustration only.