SPATX Mutual Fund

SPATX Mutual Fund (Symmetry Panoramic Alternatives Fund Class I Shares) is managed by Symmetry Partners with $8.7M in net assets. SPATX expense ratio is 2.78%, holding 6 positions across various sectors. Inception date: 2018-11-12.

SPATX performance shows a YTD return of 8.68%. The 1-year return is 14.02% and the 5-year return is 9.33%. SPATX dividend yield stands at 2.80%, paid annually.

SPATX top holdings include Aqr-Div Arb-R6 (27.9%), Currency Contract - SGD (23.5%), Aqr Funds: Aqr Style Premia Alternative Fund; Class R6 Shares Aqr Style Premia Alt-R6 Mutual Fund (19.0%), Sr-Div Alt-I (19.0%), Deutsche Government Money Market Series (5.6%). Go to all SPATX holdings, SPATX sectors, or SPATX dividends.

SPATX can be compared against other funds. Use SPATX overlap to find shared positions, or SPATX vs another fund for a side-by-side view. SPATX alternatives are available via the screener, along with tax-loss harvesting opportunities.