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Morningstar

Symmetry Panoramic US Equity I SPUSX

Morningstar Medalist Rating
Medalist Rating as of | See Symmetry Partners Investment Hub
  • NAV / 1-Day Return 14.48  /  −0.34 %
  • Total Assets 467.9 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.20%
  • Turnover 35%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:05 AM GMT+0

Morningstar’s Analysis SPUSX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Symmetry Panoramic US Equity I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SPUSX

More SPUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Targeted Value I

5.91 29.6 Mil
—

DFA Real Estate Securities I

5.07 25.4 Mil
—

iShares MSCI USA Min Vol Factor ETF

4.90 24.5 Mil
—

DFA US Small Cap I

4.20 21.0 Mil
—

Microsoft Corp

3.09 15.5 Mil
Technology

Apple Inc

2.87 14.4 Mil
Technology

iShares MSCI USA Momentum Factor ETF

2.45 12.2 Mil
—

Vanguard US Value Factor ETF

2.43 12.2 Mil
—

NVIDIA Corp

2.05 10.3 Mil
Technology

AQR Large Cap Defensive Style R6

2.02 10.1 Mil
—