SPGEX Mutual Fund

SPGEX Mutual Fund (Symmetry Panoramic Global Equity Fund Class I) is managed by Symmetry Partners with $408.8M in net assets. SPGEX expense ratio is 0.77%, holding 899 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-11-12.

SPGEX performance shows a YTD return of 13.28%. The 1-year return is 16.77% and the 5-year return is 10.04%. SPGEX dividend yield stands at 7.99%, paid annually.

SPGEX top holdings include Dimensional Us Target Value Mutual Fund (3.3%), Ishares Edge Msci Usa Momen. Fac. Etf (3.0%), Dfa Large Cap International Portfolio Institutional Class (2.8%), Dfa Real Estate Securities Portfolio (2.6%), Avantis US S/C (1.8%). Go to all SPGEX holdings, SPGEX sectors, or SPGEX dividends.

SPGEX can be compared against other funds. Use SPGEX overlap to find shared positions, or SPGEX vs another fund for a side-by-side view. SPGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.