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Symmetry Partners

Symmetry Partners Parent Rating

Average

Symmetry Partners has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

An area of strength is the firm’s favorable fees for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors’ returns. Fees for funds are, on average, within the second-lowest quintile of similarly distributed strategies. Manager turnover at Symmetry Partners over the past five years has been higher than at peer asset management firms, potentially a signal that company culture is a bit unstable. On average, Symmetry Partners's longest-tenured portfolio managers have accrued 10 years of tenure. This level of manager experience should give investors confidence in the group's ability to handle differing market conditions.

Symmetry Partners Investments

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

8
Morningstar Rating # of Share Classes
1
1
3
2
1
Not Rated 0

Quick Definitions: Key Morningstar Terms

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