Symmetry Partners Fund Family Report
 | 

  • Select a Fund Family
  • 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
    08-13-19

      Sector YTD Return % % Net Assets  
    Procter & Gamble Co* Consumer Defensive 29.96 0.18
    Verizon Communications Inc* Communication Services 3.48 0.16
    Pfizer Inc* Healthcare -16.88 0.15
    The Walt Disney Co* Consumer Cyclical 25.75 0.15
    Merck & Co Inc* Healthcare 14.10 0.14
    Nike Inc B* Consumer Cyclical 12.98 0.09
    Starbucks Corp* Consumer Cyclical 51.72 0.09
    McDonald's Corp* Consumer Cyclical 25.05 0.08
    Progressive Corp* Financial Services 36.21 0.07
    Chevron Corp* Energy 14.69 0.06
    Exxon Mobil Corp* Energy 7.13 0.06
    UnitedHealth Group Inc* Healthcare 0.83 0.06
    Exelon Corp* Utilities 2.54 0.05
    Intel Corp* Technology 1.82 0.05
    O'Reilly Automotive Inc* Consumer Cyclical 8.48 0.05
    The Travelers Companies Inc* Financial Services 25.10 0.05
    Ameren Corp* Utilities 18.75 0.04
    Automatic Data Processing Inc* Industrials 29.87 0.04
    JPMorgan Chase & Co* Financial Services 14.46 0.04
    Mondelez International Inc Class* Consumer Defensive 37.62 0.04

    Best 5-Year Relative Performance | More
    08-13-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    08-13-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    08-13-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    08-13-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    08-13-19

    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
    08-13-19

    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