SPATX Mutual Fund
SPATX Mutual Fund
Symmetry Panoramic Alternatives Fund Class I Shares
SPATX Mutual Fund Overview
SPATX Mutual Fund (Symmetry Panoramic Alternatives Fund Class I Shares) is managed by Symmetry Partners with $8.6M in net assets. SPATX expense ratio is 2.78%, holding 6 positions across sectors including Unknown, Other. Inception date: 2018-11-12.
SPATX performance shows a YTD return of 6.65%. The 1-year return is 13.02% and the 5-year return is 8.80%. SPATX dividend yield stands at 2.85%, paid annually.
SPATX top holdings include Aqr-Div Arb-R6 (29.9%), Aqr Managed Futures Str-R6 Mutual Fund (25.2%), Aqr Funds: Aqr Style Premia Alternative Fund; Class R6 Shares Aqr Style Premia Alt-R6 Mutual Fund (20.5%), Sr-Div Alt-I (20.0%), Aqr Alternat Risk Premia-R6 Mutual Fund (5.5%). View all SPATX holdings, sector breakdown, or dividend history.
SPATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPATX alternatives are available via the screener, along with tax-loss harvesting opportunities.