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 24 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 | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | SPGTX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SPGTX vs UCEQX |
Best Risk-Adjusted Alternatives to SPGTX
SPGTX has a PortfoliosLab risk / return rank of 80. There are 40 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | SPGTX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | SPGTX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | SPGTX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | SPGTX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | SPGTX vs EPSYX |
Top Performing SPGTX Alternatives (YTD)
SPGTX is at 13.79% YTD. There are 45 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | SPGTX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | SPGTX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | SPGTX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | SPGTX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | SPGTX vs PGVFX |
Lowest Volatility Alternatives to SPGTX
SPGTX has 12.83% 1-year volatility. There are 65 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | SPGTX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | SPGTX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | SPGTX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | SPGTX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | SPGTX vs SVTAX |
Lowest Drawdown Alternatives to SPGTX
SPGTX has a 1-year max drawdown of -8.85%. There are 42 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | SPGTX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | SPGTX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | SPGTX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SPGTX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SPGTX vs SGMAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
Often Compared With SPGTX
Investors most often compare SPGTX with AGLOX, GQRIX, FASGX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
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