SIMT Real Estate FundSETAX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$74.9M
Expense ratio
1.24%
1-year return
+3.2%
3 years, a year
+9.5%
5 years, a year
+5.7%
Holdings
61
What it aims to do.
Total return, including current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc. | 8.55% |
| EQIX N/A | 7.31% |
| PLD Prologis, Inc. | 6.52% |
| DLR Digital Realty Trust, Inc. | 4.90% |
| AMT American Tower Corporation | 4.53% |
| VTR Ventas, Inc. | 4.09% |
| CCI Crown Castle Inc. | 3.57% |
| EXR Extra Space Storage Inc. | 2.82% |
| BRX Brixmor Property Group Inc. | 2.75% |
| PSA Public Storage. | 2.72% |
More on SETAX.
- SETAX overview
- SETAX holdings
- SETAX risk
- SETAX costs
- SETAX money in and out
- SETAX share classes
- Compare SETAX 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.