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Nasdaq - Delayed Quote USD

Symmetry Panoramic Alternatives I (SPATX)

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

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

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.

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

Performance & Risk

YTD Return 3.68%
5y Average Return 9.07%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.08
Morningstar Risk Rating

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