SIMT U.S. Managed Volatility FundSEVIX

MUTUAL FUNDSEI
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$485.0M
Expense ratio
1.39%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
225

What it aims to do.

Capital appreciation with less volatility than the broad U.S. equity markets.

Top 10 holdings.

Holding% of fund
VZ Verizon Communications Inc.2.42%
BMY Bristol-Myers Squibb Company2.36%
JNJ Johnson & Johnson2.34%
SBC At&T Inc.2.27%
CSCO Cisco Systems, Inc.2.23%
MO Altria Group, Inc.1.78%
N/A1.74%
XOM Exxon Mobil Corporation1.57%
MRK Merck & Co., Inc.1.53%
GILD Gilead Sciences, Inc.1.50%

More on SEVIX.

Returns after fees, from the fund's SEC filings up to Dec 2025. Past returns are not a promise. Not financial advice.