Morningstar

Symmetry Panoramic US Equity Fund Class I Shares SPUSX

Morningstar Medalist Rating
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Medalist Rating as of See Symmetry Partners Investment Hub
  • NAV / 1-Day Return$17.49  /  +1.27%
  • Fund Size$425.7M
  • Adjusted Expense Ratio0.650%
  • Net Expense Ratio0.570%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.66%
  • Turnover Ratio18%
NAV and 1-Day Return as of

Morningstar’s Analysis SPUSX

Will SPUSX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Symmetry Panoramic US Equity 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPUSX

More SPUSX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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DFA Real Estate Securities I

3.2914M
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Apple Inc

3.2514M
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NVIDIA Corp

2.9113M
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Vanguard US Value Factor ETF

2.6111M
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Avantis US Small Cap Value ETF

2.4211M
—

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