Screener › Target Date › MRT50
Target Date
Balanced / Multi-Asset
MeridianClad Target Retirement 2050 Fund
Symbol MRT50 · Inception Jun 1, 2007 · Net assets $74.8B
$164.18
+$115.49 (+237.19%) today
As of Oct 24, 2026 9:22 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +9.14% | $10,914 |
| 1 year | +16.88% | $11,688 |
| 3 years | +8.44% | $12,752 |
| 5 years | +11.42% | $17,172 |
| 10 years | +10.36% | $26,799 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
A long-horizon allocation of about 90% global stocks with automatic rebalancing.
What you pay
On a $10,000 position the 0.08% expense ratio costs $8.00 a year. Over 30 years at a 7% gross return, that fee drag totals roughly $1,914 in foregone growth.
Hypothetical growth of $10,000
Compounded at this security's 5-year annualised return (+11.4%) for 20 years. Illustration only.