Symmetry Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return----------
    Category Average----------
    Assets for Each Yr*------1.431.43
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -- -- --

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,431 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 26.69 -- --
    International Stock -- 43.10 -- --
    Municipal Bond -- 0.02 -- --
    Taxable Bond -- 30.18 -- --
    *Doesn't include money market assets.

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      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    01-18-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    01-18-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure