Symmetry Partners Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return--------7.36
    Category Average--------7.86
    Assets for Each Yr*------1.431.87
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.36 -- --

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,872 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 26.56 -- --
    International Stock -- 42.74 -- --
    Municipal Bond -- 0.33 -- --
    Taxable Bond -- 19.50 -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 31.18 0.36
    Walmart Inc* Consumer Defensive 17.78 0.11
    Nike Inc B* Consumer Cyclical 13.37 0.10
    Costco Wholesale Corp* Consumer Defensive 28.09 0.08
    Visa Inc Class A* Financial Services 28.73 0.08
    Intuit Inc* Technology 31.13 0.07
    Lowe's Companies Inc* Consumer Cyclical 7.82 0.07
    Progressive Corp* Financial Services 39.66 0.06
    TJX Companies Inc* Consumer Cyclical 19.01 0.06
    Lululemon Athletica Inc* Consumer Cyclical 43.51 0.05
    O'Reilly Automotive Inc* Consumer Cyclical 12.56 0.05
    VMware Inc* Technology 27.24 0.05
    Automatic Data Processing Inc* Industrials 26.62 0.04
    AutoZone Inc* Consumer Cyclical 32.88 0.04
    Hormel Foods Corp* Consumer Defensive -1.19 0.04
    Ross Stores Inc* Consumer Cyclical 21.45 0.04
    Target Corp* Consumer Defensive 35.54 0.04
    Ulta Beauty Inc* Consumer Cyclical 42.87 0.04
    Biogen Inc* Healthcare -23.15 0.03
    Burlington Stores Inc* Consumer Defensive 3.01 0.03

    Best 5-Year Relative Performance | More
    06-13-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    06-13-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    06-13-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    06-13-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Symmetry Panoramic A Rebecca Cioban 0.60
    Symmetry Panoramic G Rebecca Cioban 0.60
    Symmetry Panoramic G Rebecca Cioban 0.60
    Symmetry Panoramic I Rebecca Cioban 0.60
    Symmetry Panoramic M Rebecca Cioban 0.60

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Symmetry Panoramic A Rebecca Cioban 0.60
    Symmetry Panoramic G Rebecca Cioban 0.60
    Symmetry Panoramic G Rebecca Cioban 0.60
    Symmetry Panoramic I Rebecca Cioban 0.60
    Symmetry Panoramic M Rebecca Cioban 0.60