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Symmetry Panoramic International Eq I SPILX

Medalist Rating as of | See Symmetry Partners Investment Hub
  • NAV / 1-Day Return 12.06  /  +0.08 %
  • Total Assets 249.8 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.45%
  • Turnover 40%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis SPILX

Will SPILX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Symmetry Panoramic International Eq I to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings SPILX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA Large Cap International I

9.60 25.3 Mil

DFA Emerging Markets I

7.06 18.6 Mil

Avantis Emerging Markets Equity ETF

5.38 14.2 Mil

DFA Intl Hi Relatv Profitability Instl

5.19 13.7 Mil

DFA International Value I

5.02 13.2 Mil

DFA International Small Cap Value I

4.83 12.7 Mil

DFA Emerging Markets Small Cap I

4.66 12.3 Mil

iShares MSCI Emerg Mkts Min Vol Fctr ETF

3.52 9.3 Mil

DFA International Real Estate Sec I

3.23 8.5 Mil

DWS Government Money Market Series Instl

3.01 7.9 Mil
Cash and Equivalents