SPUBX Mutual Fund
SPUBX Mutual Fund
Symmetry Panoramic US Systematic Fixed Income Fund Class I Shares
SPUBX Mutual Fund Overview
SPUBX Mutual Fund (Symmetry Panoramic US Systematic Fixed Income Fund Class I Shares) is managed by Symmetry Partners with $161.4M in net assets. SPUBX expense ratio is 0.50%, holding 435 positions across sectors including Financials, Other, Health Care. Inception date: 2018-11-12.
SPUBX performance shows a YTD return of -2.29%. The 1-year return is 3.79% and the 5-year return is 0.61%. SPUBX dividend yield stands at 3.92%, paid monthly.
SPUBX top holdings include Government of United States of America 1.75% March 15, 2025 (2.9%), Wi Treasury Sec. 08/35 4.25 (2.9%), U.S. Treasury Bonds (2.4%), Wi Treasury Sec 08/55 4.75 (2.4%), Fn Ma4562 2 03/01/2052 (1.9%). View all SPUBX holdings, sector breakdown, or dividend history.
SPUBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPUBX alternatives are available via the screener, along with tax-loss harvesting opportunities.