Symmetry Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return--------8.25
    Category Average--------8.17
    Assets for Each Yr*------1.431.91
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 8.25 -- --

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,910 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 27.31 -- --
    International Stock -- 43.38 -- --
    Municipal Bond -- 0.15 -- --
    Taxable Bond -- 29.15 -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-18-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    03-18-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    03-18-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    03-18-19

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    03-18-19

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    03-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Symmetry Panoramic A Rebecca Cioban 0.30
    Symmetry Panoramic G Rebecca Cioban 0.30
    Symmetry Panoramic G Rebecca Cioban 0.30
    Symmetry Panoramic I Rebecca Cioban 0.30
    Symmetry Panoramic M Rebecca Cioban 0.30

    Shortest Manager Tenure | More
    03-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Symmetry Panoramic A Rebecca Cioban 0.30
    Symmetry Panoramic G Rebecca Cioban 0.30
    Symmetry Panoramic G Rebecca Cioban 0.30
    Symmetry Panoramic I Rebecca Cioban 0.30
    Symmetry Panoramic M Rebecca Cioban 0.30