Symmetry Panoramic Alternatives Fund Class I Shares SPATX
Strategy
The investment seeks positive total return over the long-term. Under normal circumstances, the fund pursues its investment strategy by investing at least 80% of its net assets in alternative investment strategies that target returns from the investment in relatively illiquid strategies such as event-driven and convergence, or arbitrage, trades, as well as factor returns from long-short strategies across multiple asset classes. It will invest in shares of registered, open-end investment companies and exchange-traded funds or directly in securities or other instruments that provide exposure to a wide array of such alternative investment strategies.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPATX | Symmetry Panoramic Alternatives Fund Class I Shares | Institutional | Open | — | $10.94M | 1.630% | Above Average | $1,000 | $1.67M |