SIMT Tax-Managed International Managed Volatility FundSIMYX
Type
Mutual fund
Peer group
International equity
Net assets
$231.9M
Expense ratio
1.13%
1-year return
+24.7%
3 years, a year
+16.0%
5 years, a year
+9.0%
Holdings
580
What it aims to do.
Tax-sensitive long-term capital appreciation with less volatility than the broad international equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Astellas Pharma Inc. | 1.38% |
| Novartis AG | 1.25% |
| Engie Sa | 1.17% |
| Orange Sa | 1.16% |
| Koninklijke Ahold Delhaize N.V. | 1.09% |
| N/A | 1.07% |
| Gsk Plc | 1.03% |
| Secom Co., Ltd. | 1.01% |
| Novartis AG | 0.99% |
| Canon Inc. | 0.88% |
More on SIMYX.
- SIMYX overview
- SIMYX holdings
- SIMYX risk
- SIMYX costs
- SIMYX money in and out
- SIMYX share classes
- Compare SIMYX 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.