Symmetry Partners Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return--------12.42
    Category Average--------13.38
    Assets for Each Yr*------1.431.92
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.42 -- --

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,922 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 27.26 -- --
    International Stock -- 42.90 -- --
    Municipal Bond -- 0.42 -- --
    Taxable Bond -- 18.99 -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 0.51
    Apple Inc* Technology 29.90 0.46
    Procter & Gamble Co* Consumer Defensive 30.04 0.18
    Merck & Co Inc* Healthcare 12.60 0.14
    Costco Wholesale Corp* Consumer Defensive 35.11 0.09
    Nike Inc B* Consumer Cyclical 9.09 0.09
    Thermo Fisher Scientific Inc* Healthcare 20.53 0.08
    Progressive Corp* Financial Services 29.06 0.07
    Intuit Inc* Technology 42.32 0.06
    Anthem Inc* Healthcare -0.25 0.06
    TJX Companies Inc* Consumer Cyclical 20.13 0.06
    Exxon Mobil Corp* Energy 2.73 0.06
    UnitedHealth Group Inc* Healthcare -6.62 0.06
    DTE Energy Co* Utilities 18.11 0.05
    Lululemon Athletica Inc* Consumer Cyclical 48.04 0.05
    VMware Inc* Technology -2.71 0.05
    Dollar General Corp* Consumer Defensive 27.61 0.05
    Medtronic PLC* Healthcare 17.73 0.05
    Xcel Energy Inc* Utilities 28.39 0.05
    Lowe's Companies Inc* Consumer Cyclical 16.83 0.05

    Best 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    08-23-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    08-23-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    08-23-19

    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
    08-23-19

    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