Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares
SPGTX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Symmetry Partners
Manager/Tenure
(Years)
(Years)
Rebecca Cioban (6), John McDermott (6), Kevin Scully (5)
Website
Address
151 National Drive
Glastonbury CT - 06033
Glastonbury CT - 06033
Country
United States
Phone Number
800-786-3309
Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in U.S. and foreign 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 U.S. and foreign real estate investment trusts ("REITs") and REIT-like investments.