SPUBX Mutual Fund

SPUBX Mutual Fund (Symmetry Panoramic US Systematic Fixed Income Fund Class I Shares) is managed by Symmetry Partners with $164.3M in net assets. SPUBX expense ratio is 0.50%, holding 443 positions across sectors including Financials, Health Care, Utilities. Inception date: 2018-11-12.

SPUBX performance shows a YTD return of -0.85%. The 1-year return is -0.53% and the 5-year return is 0.37%. SPUBX dividend yield stands at 4.03%, paid monthly.

SPUBX top holdings include U.s. Treasury Notes 1.75 11/15/2029 (3.7%), United States Treasury Note/Bond 4.25% 08/15/2035 (2.7%), U.S. Treasury Bonds (2.4%), Wi Treasury Sec 08/55 4.75 (2.2%), Fn Ma4562 2 03/01/2052 (1.8%). Go to all SPUBX holdings, SPUBX sectors, or SPUBX dividends.

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