Fund & ETF screener
Every MeridianClad fund, ETF and listed security, filtered by what actually drives outcomes: cost, asset class and risk.
7 results · page 1 of 1
| Symbol / name | Asset class | Price | Day | Expense | Yield | YTD | 5-yr | Risk | 90-day | |
|---|---|---|---|---|---|---|---|---|---|---|
|
MRT40
MeridianClad Target Retirement 2040 Fund
|
Balanced / Multi-Asset Target Date |
$142.44 | +213.81% | 0.08% | 2.18% | +8.0% | +9.9% | 4/5 | View | |
|
MRT30
MeridianClad Target Retirement 2030 Fund
|
Balanced / Multi-Asset Target Date |
$132.23 | +220.48% | 0.08% | 2.62% | +6.4% | +7.8% | 3/5 | View | |
|
MRT50
MeridianClad Target Retirement 2050 Fund
|
Balanced / Multi-Asset Target Date |
$163.20 | +235.18% | 0.08% | 1.92% | +9.1% | +11.4% | 4/5 | View | |
|
MRTRI
MeridianClad Target Retirement Income Fund
|
Balanced / Multi-Asset Target Date |
$61.45 | +133.56% | 0.08% | 3.10% | +4.7% | +4.9% | 2/5 | View | |
|
MRBAL
MeridianClad Balanced Fund
|
Balanced / Multi-Asset Mutual Fund |
$100.33 | +195.44% | 0.13% | 2.40% | +6.9% | +8.4% | 3/5 | View | |
|
MRT60
MeridianClad Target Retirement 2060 Fund
|
Balanced / Multi-Asset Target Date |
$78.30 | +136.63% | 0.08% | 1.84% | +9.4% | +11.7% | 5/5 | View | |
|
MRGAX
MeridianClad Global Allocation Fund
|
Balanced / Multi-Asset Mutual Fund |
$103.92 | +249.78% | 0.18% | 2.15% | +5.9% | +7.1% | 3/5 | 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.
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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.
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