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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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6 results · page 1 of 1

Symbol / name Asset class Price Day Expense Yield YTD 5-yr Risk 90-day
NWTC
Northwind Technologies, Inc.
U.S. Stocks
Stock
$542.97 +150.59% 0.00% 0.48% +18.9% +24.7% 5/5 View
HRZP
Horizon Pharma Group
U.S. Stocks
Stock
$347.89 +290.10% 0.00% 2.14% +6.4% +10.1% 4/5 View
ATLB
Atlas Bancorp
U.S. Stocks
Stock
$246.29 +296.22% 0.00% 3.28% +9.1% +9.9% 4/5 View
CVGE
Civic Energy Corp.
U.S. Stocks
Stock
$70.44 +57.06% 0.00% 4.02% +3.9% +7.7% 5/5 View
SLBR
Silverbrook Industrials
U.S. Stocks
Stock
$123.74 +111.23% 0.00% 2.44% +7.7% +11.0% 4/5 View
ORNR
Orion Retail Group
U.S. Stocks
Stock
$112.37 +232.65% 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.

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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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