Symmetry Panoramic Global Equity Fund (SPGEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SPGEX
SPGEX charges 0.56% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among SPGEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | SPGEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | SPGEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | SPGEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | SPGEX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | SPGEX vs VMNVX |
Best Risk-Adjusted Alternatives to SPGEX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | SPGEX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | SPGEX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | SPGEX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | SPGEX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | SPGEX vs GLIFX |
Top Performing SPGEX Alternatives (YTD)
SPGEX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | SPGEX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | SPGEX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | SPGEX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | SPGEX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | SPGEX vs GQRIX |
Lowest Volatility Alternatives to SPGEX
SPGEX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | SPGEX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | SPGEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | SPGEX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | SPGEX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | SPGEX vs GLIFX |
Lowest Drawdown Alternatives to SPGEX
SPGEX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | SPGEX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | SPGEX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | SPGEX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | SPGEX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | SPGEX vs FGIAX |
Other Mutual Funds from Symmetry Partners
Most popular Symmetry Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | 41 | -3.27% | Nov 12, 2018 | SPGEX vs SPUSX | |
| Symmetry Panoramic Alternatives Fund | Multistrategy | 97 | 5.61% | Nov 11, 2018 | SPGEX vs SPATX | |
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | 57 | -0.39% | Nov 12, 2018 | SPGEX vs SPUBX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 83 | -0.21% | Nov 12, 2018 | SPGEX vs SPILX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 53 | -0.44% | Nov 11, 2018 | SPGEX vs SPGBX | |
| Symmetry Panoramic Municipal Fixed Income Fund | Municipal Bonds | 57 | -0.38% | Nov 11, 2018 | SPGEX vs SPMFX |
Often Compared With SPGEX
What investors most often compare with SPGEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | SPGEX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | SPGEX vs GAOAX |
Compare SPGEX with Any Fund or Stock
Compare SPGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.