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Symmetry Panoramic Global Fixed Inc I (SPGBX)

9.20
+0.00
+(0.02%)
At close: 8:02:13 PM EDT

Fund Summary

Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in fixed income securities. It generally will invest in obligations of U.S. and Non-U.S. entities, including government and government agency obligations, bank obligations, corporate bonds, asset-backed securities, mortgage-related and mortgage-backed securities, commercial paper, repurchase agreements, and other debt obligations and cash and cash equivalents.

Symmetry Panoramic Global Fixed Inc I

GLASTONBURY
151 NATIONAL DRIVE
860-734-2075

Fund Overview

Category World Bond
Fund Family Symmetry Partners
Net Assets 267.14M
YTD Return 1.09%
Yield 3.90%
Morningstar Rating
Inception Date Nov 12, 2018

Fund Operations

Last Dividend 0.01
Last Cap Gain 0.00
Holdings Turnover 261.00%
Average for Category --

Fees & Expenses

Expense SPGBX Category Average
Annual Report Expense Ratio (net) 0.57% 0.90%
Prospectus Net Expense Ratio 0.57% --
Prospectus Gross Expense Ratio 0.79% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.00%
Max Deferred Sales Load -- 1.41%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Myles Bradshaw, CFA, managing director, is the Head of Global Aggregate Strategies within the Global Fixed Income, Currency and Commodities (GFICC) group. Based in London, he is a portfolio manager focusing on multi-sector bond strategies for both segregated and pooled funds. He has 23+ years of experience managing interest rate, credit, securitized, volatility and foreign exchange rate risks in global portfolios. Myles joins from Amundi, where he was Head of the Global Aggregate Fixed Income team. Before joining Amundi, Myles spent 8 years as a portfolio manager at PIMCO.

Morningstar Style Box

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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