SIMT Tax-Managed Large Cap FundSTLYX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$4.2B
Expense ratio
0.66%
1-year return
+16.7%
3 years, a year
+19.9%
5 years, a year
+11.7%
12-month yield
1.56%
Holdings
327
What it aims to do.
High long-term after-tax returns.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSFT Microsoft Corporation | 4.32% |
| Apple Inc. | 3.79% |
| NVDA Nvidia Corporation | 3.17% |
| GOOGL Alphabet Inc. | 3.17% |
| JNJ Johnson & Johnson | 2.41% |
| GOOG Alphabet Inc. | 2.05% |
| Amazon.Com, Inc. | 1.78% |
| META Meta Platforms, Inc. | 1.65% |
| MCO Moody's Corporation | 1.50% |
| AVGO Broadcom Inc. | 1.47% |
More on STLYX.
- STLYX overview
- STLYX holdings
- STLYX risk
- STLYX costs
- STLYX money in and out
- STLYX share classes
- Compare STLYX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.