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Fund & ETF screener

Every MeridianClad fund, ETF and listed security, filtered by what actually drives outcomes: cost, asset class and risk.

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5 results · page 1 of 1

Symbol / name Asset class Price Day Expense Yield YTD 5-yr Risk 90-day
MRBDX
MeridianClad Total Bond Market Index Fund
Bonds
Index Fund
$93.71 +235.64% 0.03% 4.12% +3.3% +1.4% 2/5 View
MRSTX
MeridianClad Short-Term Treasury Fund
Bonds
Bond Fund
$62.21 +213.40% 0.04% 4.55% +2.9% +1.9% 1/5 View
MRCBX
MeridianClad Corporate Bond Fund
Bonds
Bond Fund
$74.50 +231.55% 0.06% 5.02% +3.9% +2.3% 2/5 View
MRMUX
MeridianClad Municipal Income Fund
Bonds
Bond Fund
$36.37 +173.46% 0.09% 3.44% +2.6% +1.7% 2/5 View
MRTIP
MeridianClad Inflation-Protected Securities Fund
Bonds
Bond Fund
$68.71 +185.46% 0.05% 3.90% +3.0% +2.9% 2/5 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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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.

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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.

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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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