PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Symmetry Panoramic Tax-Managed Global Equity Fund (SPGTX) Diversifiers

Mutual Fund · Currency in USD · Last updated Aug 1, 2026
Documentation

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 U.S. and foreign 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 U.S. and foreign real estate investment trusts ("REITs") and REIT-like investments.

Looking to diversify beyond SPGTX? The mutual funds below have historically moved differently from SPGTX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.

Best Diversifiers for SPGTX

1 mutual funds have low correlation with SPGTX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners Global Quality Dividend Income Fund (GQFPX) (Quality Factor) with a 1Y correlation of 0.18, down from 0.67 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
GQFPX
GQG Partners Global Quality Dividend Income Fund0.180.540.67
68
Quality Factor, Global EquitiesSPGTX vs GQFPX
CSUAX
Cohen & Steers Global Infrastructure Fund Class A0.310.500.62
74
Infrastructure Equities, Global EquitiesSPGTX vs CSUAX
BDMIX
BlackRock Global Equity Market Neutral Fund Class ...0.410.210.13
98
Equity Market NeutralSPGTX vs BDMIX
BDMAX
BlackRock Global Equity Market Neutral Fund Invest...0.410.210.14
97
Equity Market NeutralSPGTX vs BDMAX
MBXIX
Catalyst/Millburn Hedge Strategy Fund Class I0.440.380.41
92
Multistrategy, Systematic Trend, Global EquitiesSPGTX vs MBXIX
See all 43 diversifiers for SPGTX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for SPGTX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
CII
BlackRock Enhanced Large Cap Core Fund, Inc.0.620.660.75
89

Rows per page

1–1 of 1

Diversification Analysis

Build a portfolio that complements SPGTX

Add SPGTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with SPGTX