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 $408.2M in net assets. SPGEX expense ratio is 0.77%, holding 870 positions across sectors including Information Technology, Financials, 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 10.43%. SPGEX dividend yield stands at 7.85%, paid annually.
SPGEX top holdings include Dimensional Us Target Value Mutual Fund (3.4%), Dfa Large Cap International Portfolio Institutional Class (2.9%), Dfa Real Estate Securities Portfolio (2.6%), Ishares Edge Msci Usa Momen. Fac. Etf (2.5%), Dfa International Small Cap Va Dfa Intl Small Cap Value Pt (1.9%). 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.