SIMT Conservative Income FundCOIAX
Type
Mutual fund
Peer group
Alternative
Net assets
$1.1B
Expense ratio
0.59%
1-year return
+4.1%
3 years, a year
+4.8%
5 years, a year
+3.4%
Holdings
146
What it aims to do.
Principal preservation and a high degree of liquidity while providing current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 12.86% |
| N/A | 10.38% |
| N/A | 9.18% |
| Chesham Finance Limited | 4.04% |
| Landesbank Baden-Wuerttemberg (New York Branch) | 3.86% |
| Korea Development Bank (New York Branch) | 1.47% |
| Concord Minutemen Capital Company, Llc | 1.00% |
| Aquitaine Funding Company, Llc | 0.95% |
| Royal Bank of Canada (New York Branch) | 0.92% |
| Nutrien Ltd. | 0.92% |
More on COIAX.
- COIAX overview
- COIAX holdings
- COIAX risk
- COIAX costs
- COIAX money in and out
- COIAX share classes
- Compare COIAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.