SPUSX Mutual Fund

SPUSX Mutual Fund (Symmetry Panoramic US Equity Fund Class I Shares) is managed by Symmetry Partners with $445.2M in net assets. SPUSX expense ratio is 0.65%, holding 652 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-11-12.

SPUSX performance shows a YTD return of 12.82%. The 1-year return is 20.95% and the 5-year return is 11.29%. SPUSX dividend yield stands at 5.54%, paid annually.

SPUSX top holdings include Ishares Msci Usa Min Vol Facto (4.7%), Dfa Us Targeted Value Portfolio (4.0%), Dfa Real Estate Securities Portfolio (3.8%), Dimensional Us Target Value Mutual Fund (3.4%), Ishares Msci Usa Mom Factr (3.0%). Go to all SPUSX holdings, SPUSX sectors, or SPUSX dividends.

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