SPUSX Mutual Fund

SPUSX Mutual Fund (Symmetry Panoramic US Equity Fund Class I Shares) is managed by Symmetry Partners with $425.7M in net assets. SPUSX expense ratio is 0.65%, holding 644 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-11-12.

SPUSX performance shows a YTD return of 12.95%. The 1-year return is 14.98% and the 5-year return is 10.35%. SPUSX dividend yield stands at 0.69%, paid annually.

SPUSX top holdings include Ishares Msci Min Vol Factor Etf (4.9%), Dfa Us Targeted Value Portfolio (3.9%), Dfa Real Estate Securities Portfolio (3.5%), Dimensional Us Target Value Mutual Fund (3.4%), Nvidia Corp (2.9%). 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.