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 $394.1M in net assets. SPGEX expense ratio is 0.77%, holding 903 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-11-12.
SPGEX performance shows a YTD return of 12.34%. The 1-year return is 15.72% and the 5-year return is 9.32%. SPGEX dividend yield stands at 8.06%, paid annually.
SPGEX top holdings include Dimensional Us Target Value Mutual Fund (3.3%), Dfa Large Cap International Portfolio Institutional Class (2.9%), Ishares Edge Msci Usa Momen. Fac. Etf (2.7%), Dfa Real Estate Securities Portfolio (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.