Screener › Target Date › MRT30
Target Date
Balanced / Multi-Asset
MeridianClad Target Retirement 2030 Fund
Symbol MRT30 · Inception Jun 1, 2007 · Net assets $88.6B
$132.96
+$91.70 (+222.25%) today
As of Oct 24, 2026 9:19 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +6.44% | $10,644 |
| 1 year | +11.24% | $11,124 |
| 3 years | +5.66% | $11,796 |
| 5 years | +7.84% | $14,585 |
| 10 years | +7.44% | $20,496 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
A single fund that gradually shifts from stocks to bonds as 2030 approaches.
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 (+7.8%) for 20 years. Illustration only.