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SPUSX
Mutual Fund ticker: NASDAQ
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Symmetry Panoramic US Equity I (SPUSX) Ownership - Who owns Symmetry Panoramic US Equity I?

The investment seeks long-term capital appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Symmetry Panoramic Trust151 NATIONAL DRIVE
Phone
860-734-2075
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.62
Min. Initial Investment
1000.00
Fund Existence
over 6 years
Turnover
33.00
Front Load
N/A
Net Assets
401178500.00
Manager Tenure
N/A

Fundamentals

SPUSX
Net Assets
401M
Fund Existence
over 6 years
Turnover
33.00
Total Expense Ratio
0.62
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.86
Assets in Top Ten Holdings
175M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
401M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.55
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
597.00
Number of Net Holdings
597.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.07
Weighting Top Ten Holdings
33.73%
Gain YTD
6.267
Annual Yield % from dividends
0.72
Returns for 1 year
2.55
Returns for 3 years
20.93
Returns for 5 years
48.96
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Symmetry Panoramic Trust151 NATIONAL DRIVE
Phone
860-734-2075
Web
N/A