Morningstar

Symmetry Panoramic International Equity Fund Class I Shares SPILX

Morningstar Medalist Rating
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Medalist Rating as of See Symmetry Partners Investment Hub
  • NAV / 1-Day Return —  /  —
  • Fund Size $234.9M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 2.28%
  • Turnover Ratio 17%

Morningstar’s Analysis SPILX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Symmetry Panoramic International 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.

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Portfolio Holdings SPILX

More SPILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA Large Cap International I

10.08 25M
—

DFA Emerging Markets I

7.93 19M
—

Avantis Emerging Markets Equity ETF

6.10 15M
—

DFA International Small Cap Value I

4.80 12M
—

DFA International Value I

4.80 12M
—

DFA Intl Hi Relatv Profitability Instl

4.67 11M
—

DFA Emerging Markets Small Cap I

4.17 10M
—

iShares MSCI Emerg Mkts Min Vol Fctr ETF

3.04 7M
—

Dimensional Em Mkts High Prof ETF

3.04 7M
—

Avantis International Small Cap Val ETF

2.71 7M
—

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