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Symmetry Panoramic International Eq I (SPILX)

12.73
+0.02
+(0.16%)
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 non-U.S. equity securities. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") (collectively, "underlying funds"). The fund may also invest in foreign real estate investment trusts ("REITs").

Symmetry Panoramic International Eq I

GLASTONBURY
151 NATIONAL DRIVE
860-734-2075

Fund Overview

Category Foreign Large Value
Fund Family Symmetry Partners
Net Assets 210.7M
YTD Return 6.08%
Yield 3.25%
Morningstar Rating
Inception Date Nov 12, 2018

Fund Operations

Last Dividend 0.40
Last Cap Gain 26.00
Holdings Turnover 29.00%
Average for Category --

Fees & Expenses

Expense SPILX Category Average
Annual Report Expense Ratio (net) 0.87% 1.03%
Prospectus Net Expense Ratio 0.87% --
Prospectus Gross Expense Ratio 1.24% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.24%
Max Deferred Sales Load -- 1.23%
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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