Screener › Target Date › MRT60
Target Date
Balanced / Multi-Asset
MeridianClad Target Retirement 2060 Fund
Symbol MRT60 · Inception Jan 20, 2014 · Net assets $28.3B
$78.23
+$45.14 (+136.42%) today
As of Oct 24, 2026 8:25 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +9.36% | $10,936 |
| 1 year | +17.24% | $11,724 |
| 3 years | +8.62% | $12,815 |
| 5 years | +11.66% | $17,358 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
Built for savers retiring around 2060, holding a near-full allocation to equities.
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 (+11.7%) for 20 years. Illustration only.