Screener › Target Date › MRTRI
Target Date
Balanced / Multi-Asset
MeridianClad Target Retirement Income Fund
Symbol MRTRI · Inception Jun 1, 2007 · Net assets $54.1B
$61.26
+$34.95 (+132.84%) today
As of Oct 24, 2026 8:25 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +4.66% | $10,466 |
| 1 year | +8.12% | $10,812 |
| 3 years | +3.44% | $11,068 |
| 5 years | +4.92% | $12,714 |
| 10 years | +5.02% | $16,320 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
For investors already in retirement: 30% stocks, 70% bonds and short-term reserves.
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 (+4.9%) for 20 years. Illustration only.