Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Shares | SPATX | Multistrategy | 11.63% | 15 | 1.630% | Above Average | Institutional | $1,000 | ||
| Symmetry Panoramic International Equity Fund Class I Shares | SPILX | Foreign Large Blend | 11.95% | 43 | 0.850% | Average | Institutional | $1,000 | ||
| Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares | SPGTX | Global Large-Stock Blend | 14.89% | 14 | 0.780% | Below Average | Institutional | $1,000 | ||
| Symmetry Panoramic US Equity Fund Class I Shares | SPUSX | Large Blend | 14.46% | 19 | 0.650% | Average | Institutional | $1,000 | ||
| Symmetry Panoramic US Fixed Income Fund Class I Shares | SPUBX | Intermediate Core Bond | −0.93% | 52 | 0.500% | Above Average | Institutional | $1,000 | ||
| Symmetry Panoramic Global Equity Fund Class I Shares | SPGEX | Global Large-Stock Blend | 13.82% | 25 | 0.770% | Below Average | Institutional | $1,000 | ||
| Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | SPMFX | Muni National Intermediate | — | 0.72% | 73 | 0.520% | Above Average | Institutional | $1,000 | |
| Symmetry Panoramic Global Fixed Income Fund Class I Shares | SPGBX | Global Bond-USD Hedged | 0.68% | 29 | 0.580% | Average | 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 Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States