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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
MR500
MeridianClad 500 Index Fund
U.S. Stocks
Index Fund
$642.33 +192.90% 0.02% 1.31% +10.1% +14.1% 4/5 View
MRIDX
MeridianClad Total Market Index Fund
U.S. Stocks
Index Fund
$447.97 +213.33% 0.03% 1.28% +9.4% +13.4% 4/5 View
MRGRX
MeridianClad Growth Index Fund
U.S. Stocks
Index Fund
$252.61 +185.50% 0.04% 0.52% +13.8% +16.9% 5/5 View
MRVLX
MeridianClad Value Index Fund
U.S. Stocks
Index Fund
$186.22 +162.36% 0.04% 2.21% +6.9% +11.0% 3/5 View
MRSCX
MeridianClad Small-Cap Index Fund
U.S. Stocks
Index Fund
$263.15 +179.89% 0.05% 1.12% +6.9% +10.7% 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.

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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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