SPGEX Mutual Fund (Symmetry Panoramic Global Equity Fund Class I) is managed by Symmetry Partners with $410.4M in net assets. SPGEX expense ratio is 0.77%, holding 870 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2018-11-12.

SPGEX performance shows a YTD return of 10.82%. The 1-year return is 25.66% and the 5-year return is 10.47%. SPGEX dividend yield stands at 7.91%, paid annually.

SPGEX top holdings include Dimensional Us Target Value Mutual Fund (3.6%), Dfa Large Cap International Portfolio Institutional Class (3.3%), Dfa Real Estate Securities Portfolio (3.0%), Ishares Edge Msci USA Momentum Factor ETF (2.4%), Dfa International Small Cap Va Dfa Intl Small Cap Value Pt (2.1%). View all SPGEX holdings, sector breakdown, or dividend history.

SPGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.