Morningstar

Symmetry Panoramic Global Equity Fund Class I Shares SPGEX

Morningstar Medalist Rating
Medalist Rating as of | See Symmetry Partners Investment Hub
  • NAV / 1-Day Return 15.48  /  −0.45 %
  • Total Assets 403.7M
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.20%
  • Turnover 21%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:04 AM GMT+0

Morningstar’s Analysis SPGEX

Will SPGEX 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 SPGEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPGEX 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 SPGEX’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 Equity I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPGEX

More SPGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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