Screener › Mutual Fund › MRGAX
Mutual Fund
Balanced / Multi-Asset
MeridianClad Global Allocation Fund
Symbol MRGAX · Inception Apr 11, 2006 · Net assets $22.4B
$103.62
+$73.91 (+248.77%) today
As of Oct 24, 2026 9:19 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +5.94% | $10,594 |
| 1 year | +10.88% | $11,088 |
| 3 years | +4.92% | $11,550 |
| 5 years | +7.11% | $14,098 |
| 10 years | +6.44% | $18,666 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
Worldwide stocks, bonds and real assets managed against a global benchmark.
What you pay
On a $10,000 position the 0.18% expense ratio costs $18.00 a year. Over 30 years at a 7% gross return, that fee drag totals roughly $4,243 in foregone growth.
Hypothetical growth of $10,000
Compounded at this security's 5-year annualised return (+7.1%) for 20 years. Illustration only.