Morningstar

Symmetry Panoramic Tax-Managed Glb Eq I SPGTX

Morningstar Medalist Rating
Medalist Rating as of | See Symmetry Partners Investment Hub
  • NAV / 1-Day Return 16.32  /  +0.93 %
  • Total Assets 148.9 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.76%
  • Turnover 12%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:49 AM GMT+0

Morningstar’s Analysis SPGTX

Will SPGTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPGTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPGTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPGTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Symmetry Panoramic Tax-Managed Glb Eq I's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPGTX

More SPGTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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