About SPGEX
Symmetry Panoramic Global Equity Fund Class I is an open-end mutual fund focused on delivering long-term capital appreciation through a diversified, multi-strategy approach. Primarily, it invests at least 80% of its net assets in equity securities from both U.S. and international markets, typically through holdings in registered investment companies and exchange-traded funds that target developed and emerging market equities. The fund’s investment process emphasizes factor styles that its adviser, Symmetry Partners, LLC, believes can generate attractive returns over time, blending exposures such as value, momentum, and quality factors. As a global large-stock blend fund, it allocates assets across multiple sectors and geographies, with its largest positions typically in major ETFs and leading technology companies. The fund is designed for investors seeking broad global equity exposure and is mindful of investment tax implications, though it often experiences meaningful share price volatility. Noted for its competitively low expense ratio within its category, the fund seeks to provide a cost-effective solution for institutional and individual investors aiming for diversified equity market participation on a worldwide scale.
Fund Family Symmetry Partners
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SPGEX
Share Class Class I Shares
Index MSCI ACWI IMI NR
SPGEX had a total return of 18.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.54%.
