Company profile
Latest filings (excl ownership)
N-CEN/A
Annual report (registered investment company) (amended)
12 Jan 24
N-CEN
Annual report (registered investment company)
13 Nov 23
N-CSR
Certified annual shareholder report (management investment company)
8 Nov 23
DEFA14A
Additional proxy soliciting materials
8 Nov 23
DEF 14A
Definitive proxy
25 Oct 23
N-PX
Annual report of proxy voting record
28 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 May 23
N-CEN
Annual report (registered investment company)
14 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
8 Nov 22
N-PX
Annual report of proxy voting record
25 Aug 22
Latest ownership filings
NPORT-P
Symmetry Panoramic International Equity Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Symmetry Panoramic US Fixed Income Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Symmetry Panoramic Global Equity Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Symmetry Panoramic US Equity Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Symmetry Panoramic Tax-Managed Global Equity Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Symmetry Panoramic Municipal Fixed Income Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Symmetry Panoramic Alternatives Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Symmetry Panoramic Global Fixed Income Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Symmetry Panoramic Global Equity Fund (Aug 2023 report)
27 Oct 23
NPORT-P
Symmetry Panoramic Municipal Fixed Income Fund (Aug 2023 report)
27 Oct 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Symmetry Panoramic Alternatives Fund | SPATX | -0.17 | -1.02 | 3.07 | 10.76 mm | 5 | Nov 2023 |
Symmetry Panoramic Global Equity Fund | SPGEX | 8.23 | -3.32 | -3.60 | 459.71 mm | 1,239 | Nov 2023 |
Symmetry Panoramic Global Fixed Income Fund | SPGBX | 3.61 | -0.81 | -1.95 | 327.96 mm | 5 | Nov 2023 |
Symmetry Panoramic International Equity Fund | SPILX | 7.66 | -3.56 | -2.40 | 253.59 mm | 445 | Nov 2023 |
Symmetry Panoramic Municipal Fixed Income Fund | SPMFX | 2.41 | -0.14 | -0.88 | 39.97 mm | 6 | Nov 2023 |
Symmetry Panoramic Tax-Managed Global Equity Fund | SPGTX | 7.88 | -3.20 | -3.32 | 137.02 mm | 33 | Nov 2023 |
Symmetry Panoramic US Equity Fund | SPUSX | -1.75 | 3.56 | 7.31 | 530.88 mm | 853 | Aug 2023 |
Symmetry Panoramic US Fixed Income Fund | SPUBX | 2.97 | -0.71 | -1.37 | 208.68 mm | 5 | Nov 2023 |