Fund & ETF screener
Every MeridianClad fund, ETF and listed security, filtered by what actually drives outcomes: cost, asset class and risk.
2 results · page 1 of 1
| Symbol / name | Asset class | Price | Day | Expense | Yield | YTD | 5-yr | Risk | 90-day | |
|---|---|---|---|---|---|---|---|---|---|---|
|
MRBAL
MeridianClad Balanced Fund
|
Balanced / Multi-Asset Mutual Fund |
$100.62 | +196.29% | 0.13% | 2.40% | +6.9% | +8.4% | 3/5 | View | |
|
MRGAX
MeridianClad Global Allocation Fund
|
Balanced / Multi-Asset Mutual Fund |
$103.31 | +247.73% | 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.
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.
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