Fund & ETF screener
Every MeridianClad fund, ETF and listed security, filtered by what actually drives outcomes: cost, asset class and risk.
4 results · page 1 of 1
| Symbol / name | Asset class | Price | Day | Expense | Yield | YTD | 5-yr | Risk | 90-day | |
|---|---|---|---|---|---|---|---|---|---|---|
|
MRDVX
MeridianClad Dividend Growth Fund
|
U.S. Stocks Mutual Fund |
$106.51 | +188.80% | 0.22% | 2.05% | +8.2% | +11.7% | 3/5 | View | |
|
MRBAL
MeridianClad Balanced Fund
|
Balanced / Multi-Asset Mutual Fund |
$100.20 | +195.05% | 0.13% | 2.40% | +6.9% | +8.4% | 3/5 | View | |
|
MREMX
MeridianClad Emerging Markets Fund
|
International Stocks Mutual Fund |
$125.03 | +198.40% | 0.13% | 2.31% | +5.9% | +5.4% | 5/5 | View | |
|
MRGAX
MeridianClad Global Allocation Fund
|
Balanced / Multi-Asset Mutual Fund |
$103.67 | +248.94% | 0.18% | 2.15% | +5.9% | +7.1% | 3/5 | 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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One target-date fund
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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.
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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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