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
    06-18-19

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.76 0.52
    Intel Corp* Technology 2.28 0.16
    Pfizer Inc* Healthcare 0.32 0.15
    Abbott Laboratories* Healthcare 16.22 0.09
    Thermo Fisher Scientific Inc* Healthcare 29.40 0.08
    Progressive Corp* Financial Services 39.14 0.06
    The Travelers Companies Inc* Financial Services 26.86 0.05
    Ecolab Inc* Basic Materials 28.88 0.05
    Lululemon Athletica Inc* Consumer Cyclical 54.62 0.05
    Ulta Beauty Inc* Consumer Cyclical 41.81 0.04
    Lamb Weston Holdings Inc* Consumer Defensive -19.29 0.04
    Ross Stores Inc* Consumer Cyclical 23.94 0.04
    Equity Residential* RealEstate 19.10 0.04
    Dover Corp* Industrials 37.17 0.03
    Accenture PLC Class A* Technology 31.88 0.03
    Foot Locker Inc* Consumer Cyclical -19.80 0.03
    Ventas Inc* RealEstate 18.44 0.03
    Kohl's Corp* Consumer Cyclical -26.50 0.03
    Booz Allen Hamilton Holding Corp* Industrials 45.68 0.03
    BB&T Corp* Financial Services 15.84 0.03

    Best 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    06-18-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    06-18-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    06-18-19

    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
    06-18-19

    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