Symmetry Panoramic Global Equity FundSPGEX
Type
Mutual fund
Peer group
Alternative
Net assets
$401.8M
Expense ratio
0.77%
1-year return
+25.0%
3 years, a year
+18.5%
5 years, a year
+11.5%
Holdings
870
What it aims to do.
Investment Objective: The Fund seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Dimensional U S Targeted Value ETF | 3.63% |
| N/A | 3.26% |
| N/A | 3.01% |
| iShares MSCI USA Momentum Factor ETF | 2.38% |
| N/A | 2.08% |
| N/A | 1.92% |
| N/A | 1.91% |
| Avantis US Small Cap Value ETF | 1.82% |
| N/A | 1.78% |
| Vanguard US Value Factor ETF | 1.75% |
More on SPGEX.
- SPGEX overview
- SPGEX holdings
- SPGEX risk
- SPGEX costs
- SPGEX money in and out
- SPGEX share classes
- Compare SPGEX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.