Morningstar

Symmetry Panoramic Municipal Fixed Income Fund Class I Shares SPMFX

Medalist Rating as of Aug 31, 2026 See Symmetry Partners Investment Hub

Strategy

The investment seeks to provide current income that is exempt from federal personal income tax. Under normal circumstances, the fund will, directly or indirectly, invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and may subject the investors to alternative minimum tax. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") (collectively, "underlying funds").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SPMFX	Symmetry Panoramic Municipal Fixed Income Fund Class I Shares	Institutional	Open			Nov 12, 2018	$41.12M	0.520%	Above Average	$1,000	$4.13M

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