Symmetry Panoramic Global Equity I (SPGEX)
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Symmetry Panoramic Global Equity I
GLASTONBURY
151 NATIONAL DRIVE
Symmetry Panoramic Trust
860-734-2075
Management information
John A. Hertzer,Lead manager since 31 December 2021
Mr. Hertzer joined DFA in 2013. Mr. Hertzer began his investment career in 2004 and earned a B.A. from Dartmouth College and an M.B.A. from the University of California Los Angeles.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Blend
Fund familySymmetry Partners
Net assets437.7M
YTD return8.96%
Yield2.10%
Morningstar rating★★★
Inception date11 Nov 2018
Fund operations
Last dividend0.30
Last cap gain25.00
Holdings turnover35.00%
Average for categoryN/A
Fees and expenses
ExpenseSPGEXCategory average
Annual report expense ratio (net)0.69%0.95%
Prospectus net expense ratio0.69%N/A
Prospectus gross expense ratio0.96%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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