SPMFX Mutual Fund
SPMFX Mutual Fund
Symmetry Panoramic Municipal Fixed Income Fund Class I Shares
SPMFX Mutual Fund Overview
SPMFX Mutual Fund (Symmetry Panoramic Municipal Fixed Income Fund Class I Shares) is managed by Symmetry Partners with $39.8M in net assets. SPMFX expense ratio is 0.52%, holding 10 positions across sectors including Unknown, Financials. Inception date: 2018-11-12.
SPMFX performance shows a YTD return of 1.57%. The 1-year return is 4.82% and the 5-year return is 1.25%. SPMFX dividend yield stands at 2.46%, paid monthly.
SPMFX top holdings include Dimensional National Municipal Bond ETF (20.2%), Vanguard Tax-Exempt Bond (16.7%), Ishares Short-term National Muni Bond Etf (16.1%), Ishares National Muni Bond ETF (16.0%), Vanguard Int Tax-Exempt Bond Mutual Fund (9.9%). View all SPMFX holdings, sector breakdown, or dividend history.
SPMFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.