Morningstar

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

Medalist Rating as of Aug 31, 2026 See Symmetry Partners Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in U.S. and foreign equity securities. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") (collectively, "underlying funds"). The fund may also invest in U.S. and foreign real estate investment trusts ("REITs") and REIT-like investments.

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
SPGTX	Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares	Institutional	Open			Nov 12, 2018	$194.89M	0.780%	Below Average	$1,000	$2.62M

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