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 79 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 | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | SPMFX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | SPMFX vs NMTRX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SPMFX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | SPMFX vs FSMUX |
Best Risk-Adjusted Alternatives to SPMFX
SPMFX has a PortfoliosLab risk / return rank of 67. There are 397 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 Municipal Bond Portfolio | 100 | — | Aug 2002 | SPMFX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | SPMFX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | SPMFX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | SPMFX vs FHMIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | SPMFX vs DFCMX |
Top Performing SPMFX Alternatives (YTD)
SPMFX is at 1.37% YTD. There are 290 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 10.68% | — | Nov 2002 | SPMFX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 10.10% | — | Apr 1998 | SPMFX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 8.97% | — | Oct 1992 | SPMFX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.95% | — | Nov 2001 | SPMFX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.75% | — | Feb 1998 | SPMFX vs MUC |
Lowest Volatility Alternatives to SPMFX
SPMFX has 2.22% 1-year volatility. There are 126 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | SPMFX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | SPMFX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | SPMFX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | SPMFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SPMFX vs USMTX |
Lowest Drawdown Alternatives to SPMFX
SPMFX has a 1-year max drawdown of -2.26%. There are 99 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 | |
| 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 | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | SPMFX vs DFABX |
Other Mutual Funds from Symmetry Partners
The 6 most viewed Symmetry Partners mutual funds shown here include SPATX, SPUSX, SPGBX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | Multistrategy | 98 | 7.80% | — | Nov 2018 | SPMFX vs SPATX | |
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | 71 | 13.61% | — | Nov 2018 | SPMFX vs SPUSX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 28 | 0.66% | — | Nov 2018 | SPMFX vs SPGBX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 58 | 14.08% | — | Nov 2018 | SPMFX vs SPILX | |
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | 28 | 0.21% | — | Nov 2018 | SPMFX vs SPUBX | |
| Symmetry Panoramic Global Equity Fund | Global Equities | 72 | 14.33% | — | Nov 2018 | SPMFX vs SPGEX |
Often Compared With SPMFX
Investors most often compare SPMFX with SPMO, DMREX, NUV. These 11 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 | 51 | 22.29% | 22.01B | Oct 2015 | SPMFX vs SPMO | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 92 | 2.06% | — | Nov 2014 | SPMFX vs DMREX | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 65 | 3.88% | — | Apr 1987 | SPMFX vs NUV | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 33 | 6.07% | — | Jul 1992 | SPMFX vs MQY | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 18 | 1.00% | — | Dec 2017 | SPMFX vs APUSX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 90 | 1.85% | — | Oct 2017 | SPMFX vs DCARX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 92 | 2.11% | — | Jun 2012 | SPMFX vs FXIEX | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 21 | 4.84% | — | Mar 1993 | SPMFX vs NPV | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | SPMFX vs DNYMX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.92% | — | Dec 2017 | SPMFX vs FGNSX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 72 | 6.52% | — | 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