Screener › Index Fund › MRVLX
Index Fund
U.S. Stocks
MeridianClad Value Index Fund
Symbol MRVLX · Inception Jan 26, 2000 · Net assets $98.3B
$185.76
+$114.78 (+161.71%) today
As of Oct 24, 2026 8:25 AM ET
Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +6.92% | $10,692 |
| 1 year | +13.44% | $11,344 |
| 3 years | +8.86% | $12,900 |
| 5 years | +11.02% | $16,866 |
| 10 years | +9.76% | $25,377 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
Large-cap U.S. companies trading at lower valuations relative to fundamentals.
What you pay
On a $10,000 position the 0.04% expense ratio costs $4.00 a year. Over 30 years at a 7% gross return, that fee drag totals roughly $963 in foregone growth.
Hypothetical growth of $10,000
Compounded at this security's 5-year annualised return (+11.0%) for 20 years. Illustration only.