SIMT Small Cap Value FundSMVIX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$293.6M
Expense ratio
1.49%
1-year return
+24.3%
3 years, a year
+13.1%
5 years, a year
+6.3%
Holdings
454
What it aims to do.
Capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JXN Jackson Financial Inc. | 2.16% |
| CMC Commercial Metals Company | 1.77% |
| PLAB Photronics, Inc. | 1.57% |
| Abercrombie & Fitch Co. | 1.44% |
| COLB Columbia Banking System, Inc. | 1.32% |
| ONB Old National Bancorp | 1.13% |
| N/A | 1.12% |
| ZION Zions Bancorporation, National Association | 1.06% |
| Associated Banc-Corp | 1.05% |
| VIAV Viavi Solutions Inc. | 1.01% |
More on SMVIX.
- SMVIX overview
- SMVIX holdings
- SMVIX risk
- SMVIX costs
- SMVIX money in and out
- SMVIX share classes
- Compare SMVIX 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.