Symmetry Panoramic Municipal Fixed Income Fund (SPMFX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPMFX
SPMFX charges 0.41% annually. There are 80 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | SPMFX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | SPMFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | SPMFX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | SPMFX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | SPMFX vs FMBIX |
Best Risk-Adjusted Alternatives to SPMFX
SPMFX has a PortfoliosLab risk / return rank of 59. There are 412 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | SPMFX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | SPMFX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | SPMFX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | SPMFX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | SPMFX vs ATOIX |
Top Performing SPMFX Alternatives (YTD)
SPMFX is at 1.24% YTD. There are 319 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | SPMFX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | SPMFX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | SPMFX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | SPMFX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | SPMFX vs MIY |
Lowest Volatility Alternatives to SPMFX
SPMFX has 2.19% 1-year volatility. There are 125 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | SPMFX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | SPMFX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SPMFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SPMFX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | SPMFX vs DFSMX |
Lowest Drawdown Alternatives to SPMFX
SPMFX has a 1-year max drawdown of -2.26%. There are 100 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | SPMFX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | SPMFX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | SPMFX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | SPMFX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | SPMFX vs TFCYX |
Other Mutual Funds from Symmetry Partners
The 6 most viewed Symmetry Partners mutual funds shown here include SPATX, SPUSX, SPILX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | Multistrategy | 97 | 8.21% | — | Nov 2018 | SPMFX vs SPATX | |
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | 63 | 12.43% | — | Nov 2018 | SPMFX vs SPUSX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 67 | 16.90% | — | Nov 2018 | SPMFX vs SPILX | |
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | 26 | 0.36% | — | Nov 2018 | SPMFX vs SPUBX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 21 | 0.66% | — | Nov 2018 | SPMFX vs SPGBX | |
| Symmetry Panoramic Global Equity Fund | Global Equities | 71 | 14.55% | — | Nov 2018 | SPMFX vs SPGEX |
Often Compared With SPMFX
Investors most often compare SPMFX with SPMO, NUV, NQP. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco S&P 500 Momentum ETF | Momentum, S&P 500 | 75 | 30.35% | 19.93B | Oct 2015 | SPMFX vs SPMO | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | SPMFX vs NUV | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | SPMFX vs NQP | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | SPMFX vs FXIEX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | SPMFX vs DMREX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | Jul 1992 | SPMFX vs MQY | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | SPMFX vs DCARX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | SPMFX vs FGNSX | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | SPMFX vs MUC | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | SPMFX vs MUJ |
Compare SPMFX with Any Fund or Stock
Compare SPMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPMFX with funds that move differently
Symmetry Panoramic Municipal Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPMFX.
Explore SPMFX Diversifiers