Research

Fund & ETF screener

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

Reset

36 results · page 1 of 3

Symbol / name Asset class Price Day Expense Yield YTD 5-yr Risk 90-day
NWTC
Northwind Technologies, Inc.
U.S. Stocks
Stock
$546.61 +152.27% 0.00% 0.48% +18.9% +24.7% 5/5 View
MR500
MeridianClad 500 Index Fund
U.S. Stocks
Index Fund
$643.68 +193.52% 0.02% 1.31% +10.1% +14.1% 4/5 View
MRIDX
MeridianClad Total Market Index Fund
U.S. Stocks
Index Fund
$448.25 +213.53% 0.03% 1.28% +9.4% +13.4% 4/5 View
MRBDX
MeridianClad Total Bond Market Index Fund
Bonds
Index Fund
$92.40 +230.95% 0.03% 4.12% +3.3% +1.4% 2/5 View
MRMXX
MeridianClad Government Money Market Fund
Cash & Equivalents
Money Market
$1.00 0.00% 0.11% 4.85% +4.9% +2.3% 1/5 View
HRZP
Horizon Pharma Group
U.S. Stocks
Stock
$350.74 +293.29% 0.00% 2.14% +6.4% +10.1% 4/5 View
MTMK
MeridianClad Total Market ETF
U.S. Stocks
Etf
$247.73 +109.69% 0.03% 1.26% +9.4% +13.4% 4/5 View
MRIIX
MeridianClad International Index Fund
International Stocks
Index Fund
$121.59 +93.83% 0.07% 2.64% +7.4% +7.9% 4/5 View
ATLB
Atlas Bancorp
U.S. Stocks
Stock
$246.62 +296.75% 0.00% 3.28% +9.1% +9.9% 4/5 View
MRGRX
MeridianClad Growth Index Fund
U.S. Stocks
Index Fund
$252.10 +184.92% 0.04% 0.52% +13.8% +16.9% 5/5 View
MRVLX
MeridianClad Value Index Fund
U.S. Stocks
Index Fund
$186.91 +163.33% 0.04% 2.21% +6.9% +11.0% 3/5 View
MRT40
MeridianClad Target Retirement 2040 Fund
Balanced / Multi-Asset
Target Date
$143.33 +215.77% 0.08% 2.18% +8.0% +9.9% 4/5 View
MRT30
MeridianClad Target Retirement 2030 Fund
Balanced / Multi-Asset
Target Date
$132.66 +221.52% 0.08% 2.62% +6.4% +7.8% 3/5 View
MRSCX
MeridianClad Small-Cap Index Fund
U.S. Stocks
Index Fund
$263.54 +180.30% 0.05% 1.12% +6.9% +10.7% 5/5 View
CVGE
Civic Energy Corp.
U.S. Stocks
Stock
$70.57 +57.35% 0.00% 4.02% +3.9% +7.7% 5/5 View
1 2 3 Next

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.

Simplest

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 funds
Classic

Three-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 core
Hands-off

Managed 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