Screener › Index Fund › MRSCX
Index Fund
U.S. Stocks
MeridianClad Small-Cap Index Fund
Symbol MRSCX · Inception Sep 10, 2001 · Net assets $88.4B
$263.75
+$169.73 (+180.53%) today
As of Oct 24, 2026 9:16 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +6.85% | $10,685 |
| 1 year | +14.36% | $11,436 |
| 3 years | +5.92% | $11,883 |
| 5 years | +10.71% | $16,632 |
| 10 years | +9.44% | $24,647 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
Small companies with room to grow. Higher volatility, higher long-run return potential.
What you pay
On a $10,000 position the 0.05% expense ratio costs $5.00 a year. Over 30 years at a 7% gross return, that fee drag totals roughly $1,201 in foregone growth.
Hypothetical growth of $10,000
Compounded at this security's 5-year annualised return (+10.7%) for 20 years. Illustration only.