SPGTX Mutual Fund
NAV$20.36
AUM$187M
TER0.78%
Holdings35
SPGTX Mutual Fund
NAV$20.36
Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares
AUM$187M
TER0.78%
Holdings35
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Showing 10 of 35 holdings(as of Feb 28, 2026)Top 10 Weight: 70.72%
SPGTX Mutual Fund Top Holdings
SPGTX holdings top 10 positions. The top 10 holdings account for 70.7% of the fund, led by Aqr L/C Multi-Style Fund-R6 Mutual Fund at 13.8%, Dimensional U.S. Equity ETF at 13.4%, Aqr Intl Multi-Style-R6 Mutual Fund at 10.6%.
SPGTX portfolio concentration is relatively high, with the top 10 representing 70.7% of total assets. The largest sector exposure is Unknown at 96.5%.
SPGTX sector allocation provides a detailed breakdown. SPGTX overlap tool shows how holdings compare to other funds in your portfolio.