SPGTX Mutual Fund (Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares) is managed by Symmetry Partners with $189.2M in net assets. SPGTX expense ratio is 0.78%, holding 35 positions across sectors including Unknown, Financials. Inception date: 2018-11-12.

SPGTX performance shows a YTD return of 12.09%. The 1-year return is 26.51% and the 5-year return is 10.80%. SPGTX dividend yield stands at 3.17%, paid annually.

SPGTX top holdings include Aqr L/C Multi-Style Fund-R6 Mutual Fund (13.8%), Dimensional U.S. Equity ETF (13.4%), Aqr Intl Multi-Style-R6 Mutual Fund (10.6%), DFA US High Relat Profit-Ins Mutual Fund (6.6%), Aqr Tm Emerging Multi-style Fund Class R6 (6.0%). View all SPGTX holdings, sector breakdown, or dividend history.

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