The investment seeks positive total return over the long-term. Under normal circumstances, the fund pursues its investment strategy by investing at least 80% of its net assets in alternative investment strategies that target returns from the investment in relatively illiquid strategies such as event-driven and convergence, or arbitrage, trades, as well as factor returns from long-short strategies across multiple asset classes. It will invest in shares of registered, open-end investment companies and exchange-traded funds or directly in securities or other instruments that provide exposure to a wide array of such alternative investment strategies.

Nasdaq

SPATX

The investment seeks total return through exposure to global fixed income securities. Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in fixed income 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 invests in underlying funds that generally seek to hedge currency risk against the U.S. dollar.

SPGBX

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 equity securities of U.S. and foreign companies. 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).

SPGEX

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 non-U.S. 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 foreign real estate investment trusts ("REITs").

SPILX

The investment seeks to provide current income that is exempt from federal personal income tax. Under normal circumstances, the fund will, directly or indirectly, invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and may subject the investors to alternative minimum tax. 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").

SPMFX

The investment seeks total return through exposure to U.S. fixed income securities. Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in U.S. fixed income securities. It may invest in securities and other instruments either directly or indirectly in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") (collectively, "underlying funds"). The fund will invest in U.S. fixed income securities.

SPUBX

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 equity securities of U.S. companies. 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 real estate investment trusts (REITs).

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
SPATX	Symmetry Panoramic Alternatives Fund	Multistrategy	Nov 11, 2018	0.50%	5.45%	—	2.89%	97
SPGBX	Symmetry Panoramic Global Fixed Income Fund	Global Bonds	Nov 11, 2018	0.43%	-0.33%	—	4.09%	40
SPGEX	Symmetry Panoramic Global Equity Fund	Global Equities	Nov 11, 2018	0.56%	0.80%	—	9.05%	67
SPILX	Symmetry Panoramic International Equity Fund	Foreign Large Cap Equities	Nov 12, 2018	0.89%	2.47%	—	6.48%	87
SPMFX	Symmetry Panoramic Municipal Fixed Income Fund	Municipal Bonds	Nov 11, 2018	0.41%	-0.38%	—	2.38%	43
SPUBX	Symmetry Panoramic US Fixed Income Fund	Intermediate Core-Plus Bond	Nov 12, 2018	0.45%	-0.49%	—	3.92%	40
SPUSX	Symmetry Panoramic US Equity Fund	Large Cap Blend Equities	Nov 12, 2018	0.64%	-0.72%	—	6.33%	50

Symmetry Partners Mutual Funds List

Risk vs. Return Scatterplot