Symmetry Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return--------11.23
    Category Average--------12.24
    Assets for Each Yr*------1.431.89
    *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