Symmetry Panoramic US Equity Fund I (SPUSX)

Overview

The fund operates primarily within the United States, dedicating a significant portion of its net assets, specifically at least 80%, to investing in equity securities of U.S. companies. This focus underscores its strategy to tap into the potential growth and value offered by domestic firms across various industries. By aiming to invest directly or indirectly in a wide range of equity securities, the fund demonstrates a flexible approach to capitalizing on market opportunities, whether through direct purchases of stocks or indirect investments in underlying funds.

Products and Services

• Equity Securities of U.S. Companies - This is the core investment focus of the fund, where it allocates at least 80% of its net assets to acquire equity in United States-based companies. This approach is designed to benefit from the growth and performance of the American corporate sector.
• Registered, Open-End Investment Companies and Exchange-Traded Funds (ETFs) - As part of its strategy to diversify investments and manage risks, the fund may also channel investments into shares of registered, open-end investment companies and ETFs. This method allows the fund to gain exposure to a broad range of securities through underlying funds, enhancing its ability to achieve its investment objectives through diversified vehicles.
• Real Estate Investment Trusts (REITs) - To further diversify its investment portfolio and potentially tap into the income and growth opportunities within the real estate sector, the fund may invest in REITs. This type of investment provides an avenue to participate in real estate markets without the need for direct property ownership, offering liquidity and income potential.