SIMT Small Cap Value FundSESVX

MUTUAL FUNDSEI
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$293.6M
Expense ratio
1.24%
1-year return
+24.5%
3 years, a year
+13.4%
5 years, a year
+6.6%
Holdings
454

What it aims to do.

Capital appreciation.

Top 10 holdings.

Holding% of fund
JXN Jackson Financial Inc.2.16%
CMC Commercial Metals Company1.77%
PLAB Photronics, Inc.1.57%
Abercrombie & Fitch Co.1.44%
COLB Columbia Banking System, Inc.1.32%
ONB Old National Bancorp1.13%
N/A1.12%
ZION Zions Bancorporation, National Association1.06%
Associated Banc-Corp1.05%
VIAV Viavi Solutions Inc.1.01%

More on SESVX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.