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 Mutual Funds List

1 to 8 of 8 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Symmetry Panoramic Alternatives Fund Class I SharesSPATXMultistrategy
13.58%141.630%Above AverageInstitutional$1,000
Symmetry Panoramic Tax-Managed Global Equity Fund Class I SharesSPGTXGlobal Large-Stock Blend
15.82%90.780%Below AverageInstitutional$1,000
Symmetry Panoramic US Fixed Income Fund Class I SharesSPUBXIntermediate Core Bond
−1.53%490.500%Above AverageInstitutional$1,000
Symmetry Panoramic International Equity Fund Class I SharesSPILXForeign Large Blend
16.55%70.850%AverageInstitutional$1,000
Symmetry Panoramic US Equity Fund Class I SharesSPUSXLarge Blend
13.02%190.650%AverageInstitutional$1,000
Symmetry Panoramic Global Equity Fund Class I SharesSPGEXGlobal Large-Stock Blend
14.76%130.770%Below AverageInstitutional$1,000
Symmetry Panoramic Municipal Fixed Income Fund Class I SharesSPMFXMuni National Interm—−1.38%440.520%Above AverageInstitutional$1,000
Symmetry Panoramic Global Fixed Income Fund Class I SharesSPGBXGlobal Bond-USD Hedged
−0.88%410.580%AverageInstitutional$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 assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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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