Symmetry Partners

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. The longest-tenured strategy managers at Symmetry Partners are worth mentioning. With 11 years of average tenure, this group has a wealth of experience to draw upon should markets head south. Despite other redeeming qualities as a firm, Symmetry Partners has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.