Symmetry Partners Mutual Funds
Symmetry Partners Funds List
1 to 8 of 8 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Symmetry Panoramic Alternatives I | SPATX | Multistrategy | 6.28% | 42 | 2.050% | High | Institutional | $1,000 | ||
Symmetry Panoramic Global Fixed Inc I | SPGBX | Global Bond | 3.83% | 33 | 0.570% | Below Average | Institutional | $1,000 | ||
Symmetry Panoramic US Fixed Income I | SPUBX | Intermediate Core Bond | 4.38% | 53 | 0.520% | Above Average | Institutional | $1,000 | ||
Symmetry Panoramic Global Equity I | SPGEX | Global Large-Stock Blend | 15.89% | 43 | 0.690% | Below Average | Institutional | $1,000 | ||
Symmetry Panoramic Tax-Managed Glb Eq I | SPGTX | Global Large-Stock Blend | 14.19% | 59 | 0.700% | Below Average | Institutional | $1,000 | ||
Symmetry Panoramic International Eq I | SPILX | Foreign Large Blend | 12.01% | 39 | 0.870% | Above Average | Institutional | $1,000 | ||
Symmetry Panoramic US Equity I | SPUSX | Large Blend | 18.75% | 57 | 0.620% | Below Average | Institutional | $1,000 | ||
Symmetry Panoramic Municipal Fxd Inc I | SPMFX | Muni National Short | — | 1.90% | 100 | 0.570% | High | Institutional | $1,000 |
Symmetry Partners Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank