Morningstar

Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares SPGTX

Morningstar Medalist Rating
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Medalist Rating as of See Symmetry Partners Investment Hub
  • NAV / 1-Day Return $21.08  /  +0.43 %
  • Fund Size $194.9M
  • Adjusted Expense Ratio 0.780%
  • Net Expense Ratio 0.420%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.40%
  • Turnover Ratio 7%
NAV and 1-Day Return as of

Morningstar’s Analysis SPGTX

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

  • People Pillar

    The People Pillar is our evaluation of the SPGTX 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 SPGTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Symmetry Panoramic Tax-Managed Glb Eq 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 SPGTX

More SPGTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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