Symmetry Panoramic International Equity Fund Class I Shares SPILX

Morningstar Medalist Rating
  • NAV / 1-Day Return$16.30  /  +1.18%
  • Fund Size$222.0M
  • Adjusted Expense Ratio0.850%
  • Net Expense Ratio0.640%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryForeign Large Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield2.36%
  • Turnover Ratio17%

Morningstar’s Analysis SPILX

Will SPILX outperform in the future?

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

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

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings50.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA Large Cap International I

9.8524M
—

DFA Emerging Markets I

7.5118M
—

Avantis Emerging Markets Equity ETF

5.8114M
—

DFA International Value I

4.9412M
—

DFA International Small Cap Value I

4.8812M
—

DFA Intl Hi Relatv Profitability Instl

4.6111M
—

DFA Emerging Markets Small Cap I

4.1310M
—

iShares MSCI Emerg Mkts Min Vol Fctr ETF

3.007M
—

Dimensional Em Mkts High Prof ETF

2.947M
—

DWS Government Money Market Series Instl

2.937M
Cash and Equivalents

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