Panoramic Models
Symmetry Panoramic Models are built and managed with a disciplined, best-of-breed approach — grounded in evidence — that puts financial science on your side. Our Evidence-Based approach to investing draws on more than 90 years of data and research as well as the work of noted academics and economists such as Harry Markowitz, Eugene Fama and Ken French, and Andrew Ang, all of whom have provided powerful insights into investing.
Model Allocations
Panoramic Portfolio Models are built with Panoramic Funds and are broadly diversified and strategically allocated. They use the same Evidence-Based, data-driven investment approach, employ an exclusive blend of top Money Managers, and offer a world of smart diversification with:
| Capital Preservation 0/100 | Conservative 10/90 | Conservative 20/80 | Conservative 30/70 | Conservative Growth 40/60 | Conservative Growth 50/50 | Moderate 60/40 | Moderate Growth 70/30 | Growth 80/20 | Growth 90/10 | Aggressive Growth 100/0 | |
| US Equity | 5.9% | 11.8% | 17.6% | 23.5% | 29.4% | 35.3% | 41.2% | 47.0% | 53.0% | 57.6% | |
| Int'l. Developed Equity | 2.7% | 5.4% | 8.2% | 10.9% | 10.9% | 16.3% | 19.1% | 21.9% | 24.6% | 26.7% | |
| Emerging Market Equity | 0.9% | 1.7% | 2.6% | 3.5% | 3.5% | 5.3% | 6.1% | 7.0 % | 7.9% | 8.6% | |
| REITs | 0.5% | 1.0% | 1.5% | 2.0% | 2.0% | 3.1% | 3.6% | 4.1% | 4.6% | 5.0% | |
| Short-Term Fixed Income & Cash | 3.9% | 4.0% | 4.0% | 4.1% | 4.2% | 4.2% | 4.3% | 4.3% | 4.3% | 4.0% | 2.0% |
| Corporate Bonds | 27.8% | 24.6% | 21.7% | 18.8% | 15.8% | 12.9% | 8.6% | 6.1% | 3.7% | 1.4% | |
| Government Bonds | 56.1% | 50.2% | 44.% | 38.5% | 32.6% | 26.7% | 20.8% | 15.0% | 9.2% | 3.5% | |
| Municipal Bonds | 0.4% | 0.3% | 0.3% | 0.3% | 0.2% | 0.2% | 0.1% | 0.1% | 0.1% | ||
| Securitized Debt | 11.6% | 10.4% | 9.2% | 8.0% | 6.8% | 5.6% | 4.7% | 3.4% | 2.1% | 0.8% | |
| Fixed Income Forwards/Futures | 0.3% | 0.5% | 0.4% | 0.4% | 0.5% | 0.4% | 1.5% | 1.1% | 0.7% | 0.3% | |
World-Class Expertise
The Tax-Managed Mutual Funds and Models are built using a best-of-breed selection of noted money managers, each of whom offers unique expertise in:
- Leveraging the 8 factors of return identified by academic science as helping to decrease risk and/ or increase potential returns.*
- Smart tax-managed strategies that may significantly reduce how much you lose to taxes each year
