Symmetry Partners Mutual Funds List
Here you can find all mutual funds issued by Symmetry Partners and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 0.55%
- Avg. 1 Year Return
- 16.67%
- Avg. 5 Year Return
- 5.93%
- Median Risk/Return Score
- 61 / 100
Symmetry Partners Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | Multistrategy | Nov 11, 2018 | 0.50% | 8.05% | — | 2.82% | 98 | ||||||||
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | Nov 11, 2018 | 0.43% | 0.55% | — | 3.71% | 18 | ||||||||
| Symmetry Panoramic Global Equity Fund | Global Equities | Nov 11, 2018 | 0.56% | 13.89% | — | 8.01% | 70 | ||||||||
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | Nov 12, 2018 | 0.89% | 16.35% | — | 5.71% | 69 | ||||||||
| Symmetry Panoramic Municipal Fixed Income Fund | Municipal Bonds | Nov 11, 2018 | 0.41% | 1.14% | — | 2.68% | 53 | ||||||||
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | Nov 12, 2018 | 0.45% | 0.36% | — | 4.29% | 24 | ||||||||
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | Nov 12, 2018 | 0.64% | 11.78% | — | 5.62% | 61 |
Explore top Symmetry Partners Mutual Fund Categories and Asset Classes
Symmetry Partners Bond Mutual fundsSymmetry Partners Equity Mutual fundsSymmetry Partners Alternatives Mutual fundsSymmetry Partners Foreign Large Cap Equities Mutual fundsSymmetry Partners Global Bonds Mutual fundsSymmetry Partners Global Equities Mutual fundsSymmetry Partners Intermediate Core-Plus Bond Mutual fundsSymmetry Partners Large Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Symmetry Partners Mutual funds by Risk/Return Score
The top Symmetry Partners Mutual funds by PortfoliosLab Risk/Return Score are SPATX (98) and SPGEX (70).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | 98 | — | Nov 2018 | |
| Symmetry Panoramic Global Equity Fund | 70 | — | Nov 2018 | |
| Symmetry Panoramic International Equity Fund | 69 | — | Nov 2018 | |
| Symmetry Panoramic US Equity Fund | 61 | — | Nov 2018 | |
| Symmetry Panoramic Municipal Fixed Income Fund | 53 | — | Nov 2018 |
Best-Performing Symmetry Partners Mutual funds Over 5 Years
The top Symmetry Partners Mutual funds is SPUSX (11.27%).
Across the lineup, Symmetry Partners Mutual funds show an average 1-year return of 16.67% and an average 5-year return of 5.93%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Symmetry Panoramic US Equity Fund | 11.27% | — | Nov 2018 | |
| Symmetry Panoramic Global Equity Fund | 10.32% | — | Nov 2018 | |
| Symmetry Panoramic International Equity Fund | 9.06% | — | Nov 2018 | |
| Symmetry Panoramic Alternatives Fund | 8.85% | — | Nov 2018 | |
| Symmetry Panoramic Municipal Fixed Income Fund | 1.23% | — | Nov 2018 |
Lowest-Cost Symmetry Partners Mutual funds
The top Symmetry Partners Mutual funds is SPMFX (0.41%).
With an average expense ratio of 0.55%, Symmetry Partners Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund | 0.41% | — | Nov 2018 | |
| Symmetry Panoramic Global Fixed Income Fund | 0.43% | — | Nov 2018 | |
| Symmetry Panoramic US Fixed Income Fund | 0.45% | — | Nov 2018 | |
| Symmetry Panoramic Alternatives Fund | 0.50% | — | Nov 2018 | |
| Symmetry Panoramic Global Equity Fund | 0.56% | — | Nov 2018 |
Highest-Yield Symmetry Partners Mutual funds
The top Symmetry Partners Mutual funds is SPGEX (8.01%).
Across the lineup, Symmetry Partners Mutual funds show an average dividend yield of 4.69%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Symmetry Panoramic Global Equity Fund | 8.01% | — | Nov 2018 | |
| Symmetry Panoramic International Equity Fund | 5.71% | — | Nov 2018 | |
| Symmetry Panoramic US Equity Fund | 5.62% | — | Nov 2018 | |
| Symmetry Panoramic US Fixed Income Fund | 4.29% | — | Nov 2018 | |
| Symmetry Panoramic Global Fixed Income Fund | 3.71% | — | Nov 2018 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
SPATX vs. ADANXSPATX vs. SPYSPATX vs. TNMAXSPATX vs. IALTSPATX vs. QRPNXSPUSX vs. HLALSPUSX vs. SPUSSPUSX vs. WBREOXSPUSX vs. FSKAXSPUSX vs. FEQHXSPILX vs. EPDIXSPILX vs. ANDIXSPILX vs. FHLFXSPILX vs. KGIIXSPILX vs. FSGEXSPUBX vs. TIBDXSPUBX vs. AMFIXSPUBX vs. AAIIXSPUBX vs. LCTRXSPUBX vs. TGRNXSPGBX vs. PYGSXSPGBX vs. FGBRXSPGBX vs. DFGFXSPGBX vs. VTIIXSPGBX vs. GOBSXSPMFX vs. SPMOSPMFX vs. APUSXSPMFX vs. USMTXSPMFX vs. NUVSPMFX vs. NQPSPGEX vs. GWOAXSPGEX vs. MVGIXSPGEX vs. GLIFXSPGEX vs. ARTHXSPGEX vs. GQFPX