SPGEX Mutual Fund
SPGEX Mutual Fund
SPGEX Mutual Fund
Symmetry Panoramic Global Equity Fund Class I
SPGEX Mutual Fund Overview
SPGEX Mutual Fund (Symmetry Panoramic Global Equity Fund Class I) is managed by Symmetry Partners with $420.0M in net assets. SPGEX expense ratio is 0.77%, holding 870 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2018-11-12.
SPGEX performance shows a YTD return of 13.20%. The 1-year return is 23.60% and the 5-year return is 10.10%. SPGEX dividend yield stands at 8.00%, paid annually.
SPGEX top holdings include Dimensional Us Target Value Mutual Fund (3.6%), Dfa Large Cap International Portfolio Institutional Class (3.3%), Dfa Real Estate Securities Portfolio (3.0%), Ishares Edge Msci Usa Momen. Fac. Etf (2.4%), Dfa International Small Cap Va Dfa Intl Small Cap Value Pt (2.1%). Go to all SPGEX holdings, SPGEX sectors, or SPGEX dividends.
SPGEX can be compared against other funds. Use SPGEX overlap to find shared positions, or SPGEX vs another fund for a side-by-side view. SPGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.