Symmetry Panoramic US Systematic Fixed Income FundSPUBX

MUTUAL FUNDSymmetry
Type
Mutual fund
Peer group
Taxable bond
Net assets
$167.2M
Expense ratio
0.50%
1-year return
+6.3%
3 years, a year
+5.1%
5 years, a year
+1.0%
Holdings
435

What it aims to do.

Investment Objective: The Fund seeks income and capital appreciation through systematic exposure to US fixed income securities.

Top 10 holdings.

Holding% of fund
United States of America2.91%
United States of America2.87%
United States of America2.44%
United States of America2.37%
Federal National Mortgage Association1.85%
United States of America1.34%
United States of America1.31%
United States of America1.25%
United States of America1.10%
United States of America1.09%

More on SPUBX.

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