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Nasdaq - Delayed Quote USD

Symmetry Panoramic Municipal Fxd Inc I (SPMFX)

9.86
+0.02
+(0.21%)
At close: 8:02:13 PM EDT
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  • Previous Close 9.84
  • YTD Return -0.19%
  • Expense Ratio 0.56%
  • Category Muni National Short
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 35.03M
  • Beta (5Y Monthly) 0.41
  • Yield 2.26%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.04
  • Inception Date Nov 12, 2018

Under normal circumstances, the fund will, directly or indirectly, invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and may subject the investors to alternative minimum tax. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") (collectively, "underlying funds").

Symmetry Partners

Fund Family

Muni National Short

Fund Category

35.03M

Net Assets

2018-11-12

Inception Date

More about Symmetry Panoramic Municipal Fxd Inc I

Performance Overview: SPMFX

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Trailing returns as of 4/29/2025. Category is Muni National Short.

YTD Return

SPMFX
0.19%
Category
0.39%
 

1-Year Return

SPMFX
1.65%
Category
1.72%
 

3-Year Return

SPMFX
1.50%
Category
2.21%
 

5-Year Return

SPMFX
0.60%
Category
1.47%
 

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Holdings: SPMFX

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Recent News: SPMFX

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Research Reports: SPMFX

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