SPMFX Mutual Fund

SPMFX Mutual Fund (Symmetry Panoramic Municipal Fixed Income Fund Class I Shares) is managed by Symmetry Partners with $40.2M in net assets. SPMFX expense ratio is 0.52%, holding 10 positions across sectors including Financials. Inception date: 2018-11-12.

SPMFX performance shows a YTD return of 0.31%. The 1-year return is 3.59% and the 5-year return is 0.97%. SPMFX dividend yield stands at 2.51%, paid monthly.

SPMFX top holdings include Dimensional National Municipal Bond ETF (19.9%), Vanguard Tax-Exempt Bond Etf (16.5%), Ishares National Muni Bond ETF (15.8%), Ishares Short-term National Muni Bond Etf (15.8%), Vanguard Int Tax-Exempt Bond Mutual Fund (9.8%). Go to all SPMFX holdings, SPMFX sectors, or SPMFX dividends.

SPMFX can be compared against other funds. Use SPMFX overlap to find shared positions, or SPMFX vs another fund for a side-by-side view. SPMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.