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Symmetry Panoramic Alternatives I (SPATX)

11.83
0.00
(0.00%)
At close: 8:02:13 PM EDT

Fund Summary

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 Panoramic Alternatives I

GLASTONBURY
151 NATIONAL DRIVE
860-734-2075

Fund Overview

Category Multistrategy
Fund Family Symmetry Partners
Net Assets 7.13M
YTD Return 4.73%
Yield 2.53%
Morningstar Rating
Inception Date Nov 12, 2018

Fund Operations

Last Dividend 0.30
Last Cap Gain -15.00
Holdings Turnover 11.00%
Average for Category --

Fees & Expenses

Expense SPATX Category Average
Annual Report Expense Ratio (net) 2.92% 1.58%
Prospectus Net Expense Ratio 2.92% --
Prospectus Gross Expense Ratio 5.09% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kevin Scully is a Portfolio Manager and Senior Research Associate at Symmetry Partners, LLC. Mr. Scully joined Symmetry Partners in 2015. He holds a B.S. from the University of Connecticut and became a CFA® charterholder in 2017.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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