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Morningstar

Symmetry Panoramic Global Equity I SPGEX

Morningstar Medalist Rating
Medalist Rating as of | See Symmetry Partners Investment Hub
  • NAV / 1-Day Return 13.54  /  +1.12 %
  • Total Assets 433.6 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • 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 2.10%
  • Turnover 35%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:45 PM GMT+0

Morningstar’s Analysis SPGEX

Will SPGEX outperform in 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Symmetry Panoramic Global Equity I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings SPGEX

More SPGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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DFA Large Cap International I

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DFA Real Estate Securities I

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DFA Emerging Markets I

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DFA US Small Cap I

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DFA International Small Cap Value I

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DFA Emerging Markets Small Cap I

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—