Symmetry Panoramic Municipal Fixed Income FundSPMFX

MUTUAL FUNDSymmetry
Type
Mutual fund
Peer group
Allocation
Net assets
$39.7M
Expense ratio
0.52%
1-year return
+4.0%
3 years, a year
+3.3%
5 years, a year
+1.4%
Holdings
10

What it aims to do.

Investment Objective: The Fund seeks to provide current income that is exempt from federal personal income tax.

Top 10 holdings.

Holding% of fund
DFA Dimensional National Municipal Bond ETF20.18%
Vanguard Tax-Exempt Bond Index Fund16.74%
iShares Short-Term National Muni Bond ETF16.05%
iShares National Muni Bond ETF16.02%
Vanguard Intermediate-Term Tax-Exempt Bond ETF9.91%
State Street SPDR Nuveen ICE HY Muni Bd ETF8.13%
Schwab Municipal Bond ETF4.56%
Vanguard Short-Term Tax-Exempt Bond ETF4.54%
iShares High Yield Muni Active ETF4.06%
N/A0.12%

More on SPMFX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.