SPUBX Alternatives & Similar Mutual Funds

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 21 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	SPUBX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	SPUBX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	SPUBX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	SPUBX vs TIBDX
BCPIX	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 26. There are 66 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
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	SPUBX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	SPUBX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	89	—	Jul 2010	SPUBX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	SPUBX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	SPUBX vs GUGAX

Top Performing SPUBX Alternatives (YTD)

SPUBX is at 0.15% YTD. There are 89 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.73%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	2.73%	—	Apr 2021	SPUBX vs NPCT
PGSIX	Putnam Mortgage Securities Fund	2.64%	—	Feb 1984	SPUBX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.47%	—	May 1999	SPUBX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.32%	—	Jul 2016	SPUBX vs HOBIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.10%	—	Sep 2007	SPUBX vs SEATX

Lowest Volatility Alternatives to SPUBX

SPUBX has 3.77% 1-year volatility. There are 38 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	SPUBX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	SPUBX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	SPUBX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	SPUBX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.01%	—	Jul 2016	SPUBX vs HOBIX

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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	SPUBX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	SPUBX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	SPUBX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	SPUBX vs LCTIX
LCTRX	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, SPILX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPATX	Symmetry Panoramic Alternatives Fund	Multistrategy	98	8.62%	—	Nov 2018	SPUBX vs SPATX
SPUSX	Symmetry Panoramic US Equity Fund	Large Cap Blend Equities	59	12.17%	—	Nov 2018	SPUBX vs SPUSX
SPILX	Symmetry Panoramic International Equity Fund	Foreign Large Cap Equities	67	16.07%	—	Nov 2018	SPUBX vs SPILX
SPGBX	Symmetry Panoramic Global Fixed Income Fund	Global Bonds	21	0.55%	—	Nov 2018	SPUBX vs SPGBX
SPMFX	Symmetry Panoramic Municipal Fixed Income Fund	Municipal Bonds	59	1.24%	—	Nov 2018	SPUBX vs SPMFX
SPGEX	Symmetry Panoramic Global Equity Fund	Global Equities	69	14.11%	—	Nov 2018	SPUBX vs SPGEX

Often Compared With SPUBX

Investors most often compare SPUBX with AAIIX, TGRNX, LMSMX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	29	1.96%	—	Jan 2004	SPUBX vs AAIIX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	35	0.46%	—	Nov 2018	SPUBX vs TGRNX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	42	0.85%	—	Dec 2006	SPUBX vs LMSMX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	43	0.85%	—	Feb 2015	SPUBX vs VGSBX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	24	1.71%	—	Jul 2015	SPUBX vs TNUIX
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	28	0.25%	—	Sep 2000	SPUBX vs BCOIX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	38	0.99%	—	Jun 1993	SPUBX vs TGLMX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	35	0.20%	—	Jun 2018	SPUBX vs MWIGX

Compare SPUBX with Any Fund or Stock

Compare SPUBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Symmetry Panoramic US Fixed Income Fund (SPUBX) Alternatives