Symmetry Panoramic US Equity Fund
Shareclass
Symmetry Panoramic US Equity I (SPUSX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,148 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Symmetry Panoramic US Equity Fund SPUSX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc<0.01% of assets$23,251 invested
- 2. Procter & Gamble Co0.32% of assets$1.37M invested
- 3. Dow Inc0.03% of assets$143,465 invested
- 4. Marriott International Inc Class A0.04% of assets$175,732 invested
- 5. Biogen Inc0.02% of assets$98,939 invested
- 6. Boston Scientific Corp0.06% of assets$270,908 invested
- 7. The Interpublic Group of Companies Inc0.01% of assets$48,615 invested
- 8. Mastercard Inc Class A0.38% of assets$1.62M invested
- 9. Bank of America Corp0.23% of assets$974,547 invested
- 10. Citigroup Inc0.1% of assets$420,088 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GRAIL Inc<0.01% of assets$910 invested
- 2. FTAI Aviation Ltd<0.01% of assets$35,290 invested
- 3. Virtu Financial Inc Class A0.08% of assets$344,312 invested
- 4. Loews Corp0.03% of assets$138,722 invested
- 5. Carvana Co Class A0.02% of assets$101,477 invested
- 6. U-Haul Holding Co Ordinary Shares - Series N0.01% of assets$45,604 invested
- 7. U-Haul Holding Co<0.01% of assets$18,931 invested
- 8. Heico Corp0.04% of assets$158,335 invested
- 9. Heico Corp Class A0.02% of assets$75,921 invested
- 10. Kinsale Capital Group Inc0.01% of assets$44,652 invested
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Financial performance
Performance data provided by
Find more financial data on SPUSX at Morningstar.com
Find more financial data on SPUSX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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