Symmetry Panoramic US Equity FundSPUSX
Type
Mutual fund
Peer group
Alternative
Net assets
$421.1M
Expense ratio
0.65%
1-year return
+16.3%
3 years, a year
+17.7%
5 years, a year
+12.4%
Holdings
627
What it aims to do.
Investment Objective: The Fund seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust - iShares MSCI USA Min Vol Factor ETF | 5.14% |
| N/A | 4.10% |
| N/A | 3.87% |
| Dimensional U S Targeted Value ETF | 3.62% |
| Vanguard US Value Factor ETF | 2.82% |
| iShares MSCI USA Momentum Factor ETF | 2.75% |
| Avantis US Small Cap Value ETF | 2.66% |
| Dimensional U S Small Cap ETF | 2.60% |
| NVDA Nvidia Corporation | 2.49% |
| Apple Inc. | 2.35% |
More on SPUSX.
- SPUSX overview
- SPUSX holdings
- SPUSX risk
- SPUSX costs
- SPUSX money in and out
- SPUSX share classes
- Compare SPUSX 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.