Symmetry Panoramic US Fixed Income Fund (SPUBX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPUBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPUBX
SPUBX charges 0.45% annually. There are 24 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | SPUBX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | SPUBX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | SPUBX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | SPUBX vs TIBDX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | SPUBX vs BCPIX |
Best Risk-Adjusted Alternatives to SPUBX
SPUBX has a PortfoliosLab risk / return rank of 15. There are 82 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | SPUBX vs HOBIX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | SPUBX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | 86 | — | Jul 2010 | SPUBX vs LCTIX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | SPUBX vs MDVAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 81 | — | Jul 2010 | SPUBX vs LCTRX |
Top Performing SPUBX Alternatives (YTD)
SPUBX is at -0.96% YTD. There are 92 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.50% | — | Apr 2021 | SPUBX vs NPCT | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | SPUBX vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | SPUBX vs MDVAX | |
| Putnam Mortgage Securities Fund | 1.90% | — | Feb 1984 | SPUBX vs PGSIX | |
| Ancora Income Fund | 1.60% | — | Jan 2004 | SPUBX vs AAIIX |
Lowest Volatility Alternatives to SPUBX
SPUBX has 3.73% 1-year volatility. There are 46 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | SPUBX vs AMFIX | |
| Archer Income Fund | 1.83% | — | Mar 2011 | SPUBX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.05% | — | Jul 2010 | SPUBX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | SPUBX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | SPUBX vs LCTIX |
Lowest Drawdown Alternatives to SPUBX
SPUBX has a 1-year max drawdown of -2.78%. There are 35 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | SPUBX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | SPUBX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | SPUBX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | SPUBX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | SPUBX vs LCTRX |
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 | 8.94% | — | Nov 2018 | SPUBX vs SPATX | |
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | 72 | 13.48% | — | Nov 2018 | SPUBX vs SPUSX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 20 | 0.11% | — | Nov 2018 | SPUBX vs SPGBX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 67 | 13.80% | — | Nov 2018 | SPUBX vs SPILX | |
| Symmetry Panoramic Global Equity Fund | Global Equities | 76 | 14.11% | — | Nov 2018 | SPUBX vs SPGEX | |
| Symmetry Panoramic Municipal Fixed Income Fund | Municipal Bonds | 45 | 0.16% | — | Nov 2018 | SPUBX vs SPMFX |
Often Compared With SPUBX
Investors most often compare SPUBX with LMSMX, TGRNX, VGSBX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 44 | 0.43% | — | Dec 2006 | SPUBX vs LMSMX | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 22 | -0.19% | — | Nov 2018 | SPUBX vs TGRNX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 46 | 0.68% | — | Feb 2015 | SPUBX vs VGSBX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 28 | 1.44% | — | Jul 2015 | SPUBX vs TNUIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 20 | -0.41% | — | Sep 2000 | SPUBX vs BCOIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 31 | 0.19% | — | Jun 1993 | SPUBX vs TGLMX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond, Investment Grade Bonds | 23 | -0.45% | — | Jun 2018 | SPUBX vs MWIGX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 50 | 1.08% | — | Sep 2007 | SPUBX vs SEATX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | SPUBX vs SMTRX | |
| Affinity World Leaders Equity ETF | Global Equities | 94 | 29.98% | 91.25M | Jan 2018 | SPUBX vs WLDR |
Compare SPUBX with Any Fund or Stock
Compare SPUBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPUBX with funds that move differently
Symmetry Panoramic US Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPUBX.
Explore SPUBX Diversifiers