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Nasdaq - Delayed Quote USD

Symmetry Panoramic International Eq I (SPILX)

12.73
+0.02
+(0.16%)
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
  • JPMorgan
  • (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
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • 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
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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").

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

Performance & Risk

YTD Return 8.82%
5y Average Return 10.05%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

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