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Symmetry Panoramic Alternatives I (SPATX)

11.83
0.00
(0.00%)
As of 8:07:14 AM EDT. Market Open.
Loading Chart for SPATX
  • Previous Close 11.83
  • YTD Return 4.73%
  • Expense Ratio 2.92%
  • Category Multistrategy
  • Last Cap Gain -15.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 7.13M
  • Beta (5Y Monthly) -0.08
  • Yield 2.53%
  • 5y Average Return --
  • Holdings Turnover 11.00%
  • Last Dividend 0.30
  • Inception Date Nov 12, 2018

Under normal circumstances, the fund pursues its investment strategy by investing at least 80% of its net assets in alternative investment strategies that target returns from the investment in relatively illiquid strategies such as event-driven and convergence, or arbitrage, trades, as well as factor returns from long-short strategies across multiple asset classes. It will invest in shares of registered, open-end investment companies and exchange-traded funds or directly in securities or other instruments that provide exposure to a wide array of such alternative investment strategies.

Symmetry Partners

Fund Family

Multistrategy

Fund Category

7.13M

Net Assets

2018-11-12

Inception Date

Performance Overview: SPATX

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Trailing returns as of 4/29/2025. Category is Multistrategy.

YTD Return

SPATX
4.73%
Category
5.60%
 

1-Year Return

SPATX
5.20%
Category
12.76%
 

3-Year Return

SPATX
8.34%
Category
4.12%
 

5-Year Return

SPATX
9.46%
Category
3.42%
 

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Holdings: SPATX

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Sector Weightings

SectorSPATX
Industrials   18.61%
Technology   15.95%
Energy   9.67%
Healthcare   8.61%
Utilities   4.40%
Real Estate   1.84%

Recent News: SPATX

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Research Reports: SPATX

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