Symmetry Panoramic Tax-Managed Global Equity Fund (SPGTX) 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 SPGTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPGTX
SPGTX charges 0.42% annually. There are 23 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 | SPGTX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SPGTX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SPGTX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SPGTX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | SPGTX vs VTWAX |
Best Risk-Adjusted Alternatives to SPGTX
SPGTX has a PortfoliosLab risk / return rank of 78. There are 30 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | SPGTX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | SPGTX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | SPGTX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | SPGTX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SPGTX vs JGYIX |
Top Performing SPGTX Alternatives (YTD)
SPGTX is at 14.51% YTD. There are 50 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | SPGTX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | SPGTX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | SPGTX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | SPGTX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | SPGTX vs PRGSX |
Lowest Volatility Alternatives to SPGTX
SPGTX has 11.88% 1-year volatility. There are 57 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | SPGTX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | SPGTX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | SPGTX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | SPGTX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | SPGTX vs SGMAX |
Lowest Drawdown Alternatives to SPGTX
SPGTX has a 1-year max drawdown of -8.85%. There are 41 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 | SPGTX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | SPGTX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | SPGTX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | SPGTX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SPGTX vs LVAFX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | SPGTX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | SPGTX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | SPGTX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | SPGTX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | SPGTX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | SPGTX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | SPGTX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | SPGTX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | SPGTX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | SPGTX vs ASFYX |
Often Compared With SPGTX
Investors most often compare SPGTX with ARTHX, FMIEX, SGSCX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Artisan Global Equity Fund | Global Equities | 62 | 13.35% | — | Mar 2010 | SPGTX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | SPGTX vs FMIEX | |
| DWS Global Small Cap Fund | Global Equities | 85 | 20.12% | — | Sep 1991 | SPGTX vs SGSCX | |
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | SPGTX vs CAEIX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 88 | 16.09% | — | Dec 2005 | SPGTX vs GLOSX | |
| New Alternatives Fund | Global Equities | 64 | 19.18% | — | Sep 1982 | SPGTX vs NALFX | |
| Calamos Global Equity Fund | Global Equities | 47 | 22.69% | — | Feb 2007 | SPGTX vs CIGEX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 19.80% | — | Aug 1994 | SPGTX vs MDGCX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.64% | — | May 1998 | SPGTX vs PGVFX |
Compare SPGTX with Any Fund or Stock
Compare SPGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPGTX with funds that move differently
Symmetry Panoramic Tax-Managed Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPGTX.
Explore SPGTX Diversifiers