Symmetry Panoramic Global Equity Fund (SPGEX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPGEX
SPGEX charges 0.56% annually. There are 34 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | SPGEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SPGEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SPGEX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | SPGEX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SPGEX vs UCEQX |
Best Risk-Adjusted Alternatives to SPGEX
SPGEX has a PortfoliosLab risk / return rank of 72. There are 43 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | SPGEX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | SPGEX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | SPGEX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | SPGEX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | SPGEX vs FMIEX |
Top Performing SPGEX Alternatives (YTD)
SPGEX is at 14.33% YTD. There are 45 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | SPGEX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | SPGEX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | SPGEX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | SPGEX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | SPGEX vs PGVFX |
Lowest Volatility Alternatives to SPGEX
SPGEX has 12.96% 1-year volatility. There are 75 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | SPGEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | SPGEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | SPGEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | SPGEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | SPGEX vs SGMAX |
Lowest Drawdown Alternatives to SPGEX
SPGEX has a 1-year max drawdown of -8.97%. There are 47 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | SPGEX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SPGEX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SPGEX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | SPGEX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | SPGEX vs SVTAX |
Other Mutual Funds from Symmetry Partners
The 6 most viewed Symmetry Partners mutual funds shown here include SPATX, SPUSX, SPGBX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | Multistrategy | 98 | 7.80% | — | Nov 2018 | SPGEX vs SPATX | |
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | 71 | 13.61% | — | Nov 2018 | SPGEX vs SPUSX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 28 | 0.66% | — | Nov 2018 | SPGEX vs SPGBX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 58 | 14.08% | — | Nov 2018 | SPGEX vs SPILX | |
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | 28 | 0.21% | — | Nov 2018 | SPGEX vs SPUBX | |
| Symmetry Panoramic Municipal Fixed Income Fund | Municipal Bonds | 67 | 1.37% | — | Nov 2018 | SPGEX vs SPMFX |
Often Compared With SPGEX
Investors most often compare SPGEX with MVGIX, ARTHX, GLIFX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SPGEX with Any Fund or Stock
Compare SPGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPGEX with funds that move differently
Symmetry Panoramic Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPGEX.
Explore SPGEX Diversifiers