Symmetry Partners Fund Family Report
|
Performance
08-31-19
Total ReturnCategory
Average
| Total Return | -- | -- | -- | -- | 11.23 |
| Category Average | -- | -- | -- | -- | 12.24 |
| Assets for Each Yr* | -- | -- | -- | 1.43 | 1.89 |
*billions
Trailing Returns %
08-31-19
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 11.23 | -- | -- | ||
Key Stats
08-31-19
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $1,885 mil | $1,000 | 0.00 | 100.00 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | -- | 26.89 | -- | -- |
| International Stock | -- | 42.41 | -- | -- |
| Municipal Bond | -- | 0.45 | -- | -- |
| Taxable Bond | -- | 19.54 | -- | -- |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
09-16-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
Best 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
Worst 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
Lowest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
Highest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
Longest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Symmetry Panoramic A | Rebecca Cioban | 0.80 | ||
| Symmetry Panoramic G | Rebecca Cioban | 0.80 | ||
| Symmetry Panoramic G | Rebecca Cioban | 0.80 | ||
| Symmetry Panoramic I | Rebecca Cioban | 0.80 | ||
| Symmetry Panoramic M | Rebecca Cioban | 0.80 | ||
Shortest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Symmetry Panoramic A | Rebecca Cioban | 0.80 | ||
| Symmetry Panoramic G | Rebecca Cioban | 0.80 | ||
| Symmetry Panoramic G | Rebecca Cioban | 0.80 | ||
| Symmetry Panoramic I | Rebecca Cioban | 0.80 | ||
| Symmetry Panoramic M | Rebecca Cioban | 0.80 | ||