Screener › Target Date › MRT40
Target Date
Balanced / Multi-Asset
MeridianClad Target Retirement 2040 Fund
Symbol MRT40 · Inception Jun 1, 2007 · Net assets $96.2B
$142.40
+$97.01 (+213.73%) today
As of Oct 24, 2026 8:25 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +8.02% | $10,802 |
| 1 year | +14.66% | $11,466 |
| 3 years | +7.24% | $12,333 |
| 5 years | +9.92% | $16,047 |
| 10 years | +9.18% | $24,067 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
Roughly 78% stocks today, gliding down automatically through retirement.
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 (+9.9%) for 20 years. Illustration only.