Fund & ETF screener
Every MeridianClad fund, ETF and listed security, filtered by what actually drives outcomes: cost, asset class and risk.
19 results · page 1 of 2
| Symbol / name | Asset class | Price | Day | Expense | Yield | YTD | 5-yr | Risk | 90-day | |
|---|---|---|---|---|---|---|---|---|---|---|
|
NWTC
Northwind Technologies, Inc.
|
U.S. Stocks Stock |
$546.05 | +152.01% | 0.00% | 0.48% | +18.9% | +24.7% | 5/5 | View | |
|
MR500
MeridianClad 500 Index Fund
|
U.S. Stocks Index Fund |
$645.87 | +194.51% | 0.02% | 1.31% | +10.1% | +14.1% | 4/5 | View | |
|
MRIDX
MeridianClad Total Market Index Fund
|
U.S. Stocks Index Fund |
$446.66 | +212.42% | 0.03% | 1.28% | +9.4% | +13.4% | 4/5 | View | |
|
HRZP
Horizon Pharma Group
|
U.S. Stocks Stock |
$353.38 | +296.25% | 0.00% | 2.14% | +6.4% | +10.1% | 4/5 | View | |
|
MTMK
MeridianClad Total Market ETF
|
U.S. Stocks Etf |
$248.72 | +110.53% | 0.03% | 1.26% | +9.4% | +13.4% | 4/5 | View | |
|
ATLB
Atlas Bancorp
|
U.S. Stocks Stock |
$243.64 | +291.96% | 0.00% | 3.28% | +9.1% | +9.9% | 4/5 | View | |
|
MRGRX
MeridianClad Growth Index Fund
|
U.S. Stocks Index Fund |
$251.13 | +183.83% | 0.04% | 0.52% | +13.8% | +16.9% | 5/5 | View | |
|
MRVLX
MeridianClad Value Index Fund
|
U.S. Stocks Index Fund |
$186.46 | +162.69% | 0.04% | 2.21% | +6.9% | +11.0% | 3/5 | View | |
|
MRSCX
MeridianClad Small-Cap Index Fund
|
U.S. Stocks Index Fund |
$262.04 | +178.71% | 0.05% | 1.12% | +6.9% | +10.7% | 5/5 | View | |
|
CVGE
Civic Energy Corp.
|
U.S. Stocks Stock |
$71.84 | +60.18% | 0.00% | 4.02% | +3.9% | +7.7% | 5/5 | View | |
|
MRDVX
MeridianClad Dividend Growth Fund
|
U.S. Stocks Mutual Fund |
$106.27 | +188.15% | 0.22% | 2.05% | +8.2% | +11.7% | 3/5 | View | |
|
SLBR
Silverbrook Industrials
|
U.S. Stocks Stock |
$120.26 | +105.29% | 0.00% | 2.44% | +7.7% | +11.0% | 4/5 | View | |
|
MDIV
MeridianClad High Dividend Yield ETF
|
U.S. Stocks Etf |
$193.92 | +253.03% | 0.06% | 3.42% | +7.1% | +10.0% | 3/5 | View | |
|
MTEC
MeridianClad Technology Sector ETF
|
U.S. Stocks Etf |
$392.88 | +311.39% | 0.10% | 0.62% | +15.4% | +20.1% | 5/5 | View | |
|
ORNR
Orion Retail Group
|
U.S. Stocks Stock |
$109.91 | +225.37% | 0.00% | 1.66% | +4.1% | +6.9% | 4/5 | 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