SPUSX Mutual Fund (Symmetry Panoramic US Equity Fund Class I Shares) is managed by Symmetry Partners with $445.7M in net assets. SPUSX expense ratio is 0.65%, holding 627 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2018-11-12.

SPUSX performance shows a YTD return of 12.69%. The 1-year return is 23.55% and the 5-year return is 11.21%. SPUSX dividend yield stands at 5.50%, paid annually.

SPUSX top holdings include Ishares Msci Min Vol Factor Etf (5.1%), Dfa Us Targeted Value Portfolio (4.1%), Dfa Real Estate Securities Portfolio (3.9%), Dimensional Us Target Value Mutual Fund (3.6%), Vanguard US Value Factor ETF (2.8%). View all SPUSX holdings, sector breakdown, or dividend history.

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