SIMT Multi-Asset Capital Stability FundSMLYX
Type
Mutual fund
Peer group
Allocation
Net assets
$428.8M
Expense ratio
0.73%
1-year return
+5.4%
3 years, a year
+5.5%
5 years, a year
+3.2%
Holdings
116
What it aims to do.
Manage risk of a loss while providing current income and an opportunity for capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSFT Microsoft Corporation | 10.72% |
| NVDA Nvidia Corporation | 9.02% |
| United States of America | 4.62% |
| United States of America | 4.49% |
| AVGO Broadcom Inc. | 3.25% |
| US 2yr Note (Cbt) Jun26 | 2.85% |
| N/A | 2.76% |
| United States of America | 2.59% |
| General Motors Financial Company, Inc. | 1.98% |
| Entergy Corporation | 1.97% |
More on SMLYX.
- SMLYX overview
- SMLYX holdings
- SMLYX risk
- SMLYX costs
- SMLYX money in and out
- SMLYX share classes
- Compare SMLYX 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.