Morningstar

Symmetry Panoramic US Equity I SPUSX

Morningstar Medalist Rating
Medalist Rating as of | See Symmetry Partners Investment Hub
  • NAV / 1-Day Return 16.55  /  +0.91 %
  • Total Assets 446.2 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.11%
  • Turnover 35%

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

Morningstar’s Analysis SPUSX

Will SPUSX 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 SPUSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPUSX 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 SPUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Symmetry Panoramic US Equity I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings SPUSX

More SPUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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