Symmetry PrecisionCore 60/40 (S:0P0001JXTP)
28.08
+0.65
(+2.37%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Vanguard Total Bond Market Index Fund ETF | 21.00% | 73.26 | -0.29% |
| Vanguard Total International Bond Index Fund ETF | 15.00% | 47.74 | -0.30% |
| DFA Dimensional US Core Equity 2 ETF | 15.00% | 38.98 | -1.02% |
| DFA Dimensional International Core Equity 2 ETF | 8.20% | 35.61 | -1.36% |
| iShares MSCI USA Momentum Factor ETF | 7.50% | 245.48 | -0.89% |
| Avantis US Small Cap Value ETF | 3.80% | 111.63 | -0.47% |
| iShares MSCI USA Min Vol Factor ETF | 3.80% | 93.02 | -0.43% |
| iShares MSCI USA Quality Factor ETF | 3.80% | 191.54 | -1.28% |
| Avantis US Large Cap Value ETF | 3.80% | 80.88 | -0.71% |
| DFA Dimensional Emerging Markets Core Equity 2 ETF | 3.40% | 34.29 | -1.35% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |