Funds Offered by  

8 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
SPATXSymmetry Panoramic Alternatives Fund Class I SharesMutual fund06/15/2021AlternativesOtherActively managed1.00 0.00%Analyze
SPGBXSymmetry Panoramic Global Fixed Income Fund Class I SharesMutual fund06/15/2021Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
SPGEXSymmetry Panoramic Global Equity Fund Class I SharesMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
SPGTXSymmetry Panoramic Tax-Managed Global Equity Fund Class I SharesMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
SPILXSymmetry Panoramic International Equity Fund Class I SharesMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
SPMFXSymmetry Panoramic Municipal Fixed Income Fund Class I SharesMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
SPUBXSymmetry Panoramic US Fixed Income Fund Class I SharesMutual fund06/15/2021Actively managed1.00 0.00%Analyze
SPUSXSymmetry Panoramic US Equity Fund Class I SharesMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TOTAL8

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