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Morningstar

Symmetry Partners Mutual Funds

View all of Symmetry Partners’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Symmetry Partners Funds List

Share Class Type

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 ISPATXMultistrategy7.20%172.050%HighInstitutional$1,000
Symmetry Panoramic Global Fixed Inc ISPGBXGlobal Bond−1.05%290.570%Below AverageInstitutional$1,000
Symmetry Panoramic Global Equity ISPGEXGlobal Large-Stock Blend7.48%370.690%Below AverageInstitutional$1,000
Symmetry Panoramic Tax-Managed Glb Eq ISPGTXGlobal Large-Stock Blend6.57%520.700%Below AverageInstitutional$1,000
Symmetry Panoramic US Fixed Income ISPUBXIntermediate Core Bond−1.76%560.520%Above AverageInstitutional$1,000
Symmetry Panoramic International Eq ISPILXForeign Large Blend5.66%410.870%Above AverageInstitutional$1,000
Symmetry Panoramic US Equity ISPUSXLarge Blend9.20%360.620%Below AverageInstitutional$1,000
Symmetry Panoramic Municipal Fxd Inc ISPMFXMuni National Short—−0.04%880.570%HighInstitutional$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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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