With an average asset-weighted tenure of six years among the longest-tenured managers at Symmetry Partners, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Symmetry Partners fails to showcase longevity across its product shelf, as evidenced by its five-year risk-adjusted success ratio. Over this time period, only 38% of its roster has been able to both survive and beat its respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. Symmetry Partners open-end and exchange-traded products tend to be offered at a minimal cost, suggesting that this firm considers what's best for its investor base. On average, fees across its fund lineup are in the second-cheapest quintile compared with respective category peers.
Symmetry Partners fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.
United States