Fund & ETF screener
Every MeridianClad fund, ETF and listed security, filtered by what actually drives outcomes: cost, asset class and risk.
36 results · page 1 of 3
| Symbol / name | Asset class | Price | Day | Expense | Yield | YTD | 5-yr | Risk | 90-day | |
|---|---|---|---|---|---|---|---|---|---|---|
|
NWTC
Northwind Technologies, Inc.
|
U.S. Stocks Stock |
$540.87 | +149.62% | 0.00% | 0.48% | +18.9% | +24.7% | 5/5 | View | |
|
MR500
MeridianClad 500 Index Fund
|
U.S. Stocks Index Fund |
$649.19 | +196.03% | 0.02% | 1.31% | +10.1% | +14.1% | 4/5 | View | |
|
MRIDX
MeridianClad Total Market Index Fund
|
U.S. Stocks Index Fund |
$443.34 | +210.09% | 0.03% | 1.28% | +9.4% | +13.4% | 4/5 | View | |
|
MRBDX
MeridianClad Total Bond Market Index Fund
|
Bonds Index Fund |
$93.11 | +233.49% | 0.03% | 4.12% | +3.3% | +1.4% | 2/5 | View | |
|
MRMXX
MeridianClad Government Money Market Fund
|
Cash & Equivalents Money Market |
$1.00 | 0.00% | 0.11% | 4.85% | +4.9% | +2.3% | 1/5 | View | |
|
HRZP
Horizon Pharma Group
|
U.S. Stocks Stock |
$355.43 | +298.55% | 0.00% | 2.14% | +6.4% | +10.1% | 4/5 | View | |
|
MTMK
MeridianClad Total Market ETF
|
U.S. Stocks Etf |
$248.52 | +110.36% | 0.03% | 1.26% | +9.4% | +13.4% | 4/5 | View | |
|
MRIIX
MeridianClad International Index Fund
|
International Stocks Index Fund |
$122.49 | +95.27% | 0.07% | 2.64% | +7.4% | +7.9% | 4/5 | View | |
|
ATLB
Atlas Bancorp
|
U.S. Stocks Stock |
$244.11 | +292.71% | 0.00% | 3.28% | +9.1% | +9.9% | 4/5 | View | |
|
MRGRX
MeridianClad Growth Index Fund
|
U.S. Stocks Index Fund |
$251.88 | +184.67% | 0.04% | 0.52% | +13.8% | +16.9% | 5/5 | View | |
|
MRVLX
MeridianClad Value Index Fund
|
U.S. Stocks Index Fund |
$186.29 | +162.45% | 0.04% | 2.21% | +6.9% | +11.0% | 3/5 | View | |
|
MRT40
MeridianClad Target Retirement 2040 Fund
|
Balanced / Multi-Asset Target Date |
$142.39 | +213.70% | 0.08% | 2.18% | +8.0% | +9.9% | 4/5 | View | |
|
MRT30
MeridianClad Target Retirement 2030 Fund
|
Balanced / Multi-Asset Target Date |
$131.80 | +219.44% | 0.08% | 2.62% | +6.4% | +7.8% | 3/5 | View | |
|
MRSCX
MeridianClad Small-Cap Index Fund
|
U.S. Stocks Index Fund |
$261.09 | +177.70% | 0.05% | 1.12% | +6.9% | +10.7% | 5/5 | View | |
|
CVGE
Civic Energy Corp.
|
U.S. Stocks Stock |
$72.32 | +61.25% | 0.00% | 4.02% | +3.9% | +7.7% | 5/5 | View |
Nothing on this page is a recommendation to buy or sell any security. Expense ratios reduce returns, and risk levels are shown on a 1 (lowest) to 5 (highest) scale.
Not sure where to start?
Three approaches that cover most investors.
One target-date fund
Pick the fund closest to the year you plan to retire. It holds a diversified global portfolio and shifts toward bonds automatically as that year approaches.
See target-date fundsThree-fund portfolio
A total U.S. market fund, a total international fund and a total bond fund. Set the weights once, rebalance when they drift five points.
Build the coreManaged portfolio
Answer a questionnaire and we construct and rebalance the portfolio for 0.25% a year, with tax-loss harvesting in taxable accounts.
Explore advice