SPUSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SPUSX

Net Assets

386M

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

386M

Fund Type

OpenEnd

Index Fund

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

-2.855

Annual Yield % from dividends

0.79

Returns for 1 year

-7.48

Returns for 3 years

12.97

Returns for 5 years

66.18

Returns for 10 years

N/A

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General Information

Category LargeBlend

Profile

Fundamentals

Details