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Symmetry Panoramic Municipal Fxd Inc I (SPMFX)

9.86
+0.02
+(0.21%)
At close: 8:02:13 PM EDT

Fund Summary

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 Panoramic Municipal Fxd Inc I

GLASTONBURY
151 NATIONAL DRIVE
860-734-2075

Fund Overview

Category Muni National Short
Fund Family Symmetry Partners
Net Assets 35.03M
YTD Return -0.19%
Yield 2.26%
Morningstar Rating
Inception Date Nov 12, 2018

Fund Operations

Last Dividend 0.04
Last Cap Gain -1.00
Holdings Turnover 7.00%
Average for Category --

Fees & Expenses

Expense SPMFX Category Average
Annual Report Expense Ratio (net) 0.56% 0.60%
Prospectus Net Expense Ratio 0.56% --
Prospectus Gross Expense Ratio 1.09% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.24%
Max Deferred Sales Load -- 1.03%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kevin Scully is a Portfolio Manager and Senior Research Associate at Symmetry Partners, LLC. Mr. Scully joined Symmetry Partners in 2015. He holds a B.S. from the University of Connecticut and became a CFA® charterholder in 2017.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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