Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| SYMMETRY PANORAMIC ALTERNATIVES I (SPATX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SYMMETRY PANORAMIC GLBL FIXED INCOME I (SPGBX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SYMMETRY PANORAMIC GLBL EQTY I (SPGEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SYMMETRY PANORAMIC TAX MGD GLBL EQTY I (SPGTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SYMMETRY PANORAMIC INTL EQTY I (SPILX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SYMMETRY PANORAMIC MUNI FIXED INCOME I (SPMFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SYMMETRY PANORAMIC US FIXED INCOME I (SPUBX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SYMMETRY PANORAMIC US EQTY I (SPUSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.