Morningstar

Symmetry Panoramic Global Fixed Income Fund Class I Shares SPGBX

Morningstar Medalist Rating
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Medalist Rating as of See Symmetry Partners Investment Hub
  • NAV / 1-Day Return$9.11  /  −0.11%
  • Fund Size$278.8M
  • Adjusted Expense Ratio0.580%
  • Net Expense Ratio0.580%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Bond-USD Hedged
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield3.83%
  • Average Effective Duration—
NAV and 1-Day Return as of

Morningstar’s Analysis SPGBX

Will SPGBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPGBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPGBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Symmetry Panoramic Global Fixed Inc I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPGBX

More SPGBX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

China (People's Republic Of) 1.66%

1.875M
Government

China (People's Republic Of) 1.62%

1.705M
Government

France (Republic Of) 0%

1.614M
Government

China (People's Republic Of) 2.37%

1.514M
Government

United States Treasury Bonds 1.75%

1.464M
Government

10 Year Treasury Note Future Dec 26

1.374M
Government

Japan (Government Of) 0.1%

1.173M
Government

China (People's Republic Of) 2.62%

1.173M
Government

China (People's Republic Of) 1.78%

1.163M
Government

United States Treasury Bonds 1.25%

1.103M
Government

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