Symmetry Panoramic Tax-Managed Global Equity FundSPGTX
Type
Mutual fund
Peer group
Alternative
Net assets
$176.0M
Expense ratio
0.78%
1-year return
+27.7%
3 years, a year
+19.1%
5 years, a year
+11.7%
Holdings
35
What it aims to do.
Investment Objective: The Fund seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 13.84% |
| DFA Dimensional US Equity Market ETF | 13.41% |
| N/A | 10.60% |
| N/A | 6.60% |
| N/A | 6.02% |
| DFA Dimensional US Marketwide Value ETF | 4.96% |
| Dimensional U S Targeted Value ETF | 4.95% |
| N/A | 4.29% |
| N/A | 3.04% |
| N/A | 3.01% |
More on SPGTX.
- SPGTX overview
- SPGTX holdings
- SPGTX risk
- SPGTX costs
- SPGTX money in and out
- SPGTX share classes
- Compare SPGTX 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.