SPUBX Mutual Fund
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 $158.2M in net assets. SPUBX expense ratio is 0.50%, holding 473 positions across sectors including Financials, Health Care, Utilities. Inception date: 2018-11-12.
SPUBX performance shows a YTD return of -0.14%. The 1-year return is 1.95% and the 5-year return is 0.32%. SPUBX dividend yield stands at 4.37%, paid monthly.
SPUBX top holdings include Treasury Note 1.75% 11/15/2029 (2.9%), United States Treasury Note/Bond 4.25% 08/15/2035 (2.8%), U.S. Treasury Bonds (2.5%), Wi Treasury Sec 08/55 4.75 (2.3%), 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.