Screener › Mutual Fund › MRBAL
Mutual Fund
Balanced / Multi-Asset
MeridianClad Balanced Fund
Symbol MRBAL · Inception Sep 14, 1990 · Net assets $46.9B
$100.20
+$66.24 (+195.05%) today
As of Oct 24, 2026 8:25 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +6.88% | $10,688 |
| 1 year | +12.02% | $11,202 |
| 3 years | +6.14% | $11,957 |
| 5 years | +8.44% | $14,995 |
| 10 years | +7.92% | $21,430 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
A standing 60% stock / 40% bond mix rebalanced automatically each quarter.
What you pay
On a $10,000 position the 0.13% expense ratio costs $13.00 a year. Over 30 years at a 7% gross return, that fee drag totals roughly $3,087 in foregone growth.
Hypothetical growth of $10,000
Compounded at this security's 5-year annualised return (+8.4%) for 20 years. Illustration only.