SPGTX Mutual Fund
SPGTX Mutual Fund
SPGTX Mutual Fund
Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares
SPGTX Mutual Fund Overview
SPGTX Mutual Fund (Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares) is managed by Symmetry Partners with $195.9M in net assets. SPGTX expense ratio is 0.78%, holding 34 positions across sectors including Financials. Inception date: 2018-11-12.
SPGTX performance shows a YTD return of 12.96%. The 1-year return is 25.34% and the 5-year return is 10.68%. SPGTX dividend yield stands at 3.18%, paid annually.
SPGTX top holdings include Aqr L/C Multi-Style Fund-R6 Mutual Fund (14.5%), Dimensional U.S. Equity ETF (13.8%), Aqr Intl Multi-Style-R6 Mutual Fund (10.2%), DFA US High Relat Profit-Ins Mutual Fund (6.5%), Aqr Tm Emerging Multi-style Fund Class R6 (6.0%). Go to all SPGTX holdings, SPGTX sectors, or SPGTX dividends.
SPGTX can be compared against other funds. Use SPGTX overlap to find shared positions, or SPGTX vs another fund for a side-by-side view. SPGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.