Symmetry Panoramic Municipal Fixed Income Fund (SPMFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SPMFX
SPMFX charges 0.41% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among SPMFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | SPMFX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | SPMFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | SPMFX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | SPMFX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | SPMFX vs FMBIX |
Best Risk-Adjusted Alternatives to SPMFX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | SPMFX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | SPMFX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | SPMFX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | SPMFX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | SPMFX vs USMTX |
Top Performing SPMFX Alternatives (YTD)
SPMFX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | SPMFX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | SPMFX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | SPMFX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | SPMFX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | SPMFX vs NQP |
Lowest Volatility Alternatives to SPMFX
SPMFX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | SPMFX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | SPMFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | SPMFX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | SPMFX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | SPMFX vs BATVX |
Lowest Drawdown Alternatives to SPMFX
SPMFX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | SPMFX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | SPMFX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | SPMFX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | SPMFX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | SPMFX vs FHMIX |
Other Mutual Funds from Symmetry Partners
Most popular Symmetry Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | 41 | -3.27% | Nov 12, 2018 | SPMFX vs SPUSX | |
| Symmetry Panoramic Alternatives Fund | Multistrategy | 97 | 5.61% | Nov 11, 2018 | SPMFX vs SPATX | |
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | 57 | -0.39% | Nov 12, 2018 | SPMFX vs SPUBX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 83 | -0.21% | Nov 12, 2018 | SPMFX vs SPILX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 53 | -0.44% | Nov 11, 2018 | SPMFX vs SPGBX | |
| Symmetry Panoramic Global Equity Fund | Global Equities | 62 | -1.82% | Nov 11, 2018 | SPMFX vs SPGEX |
Often Compared With SPMFX
What investors most often compare with SPMFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | SPMFX vs SPMO | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | SPMFX vs DCARX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | SPMFX vs DMREX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | SPMFX vs FGNSX |
Compare SPMFX with Any Fund or Stock
Compare SPMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.