SIMT Tax-Managed Small/Mid Cap FundSTMSX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$673.0M
Expense ratio
1.24%
1-year return
+16.4%
3 years, a year
+11.2%
5 years, a year
+4.8%
Holdings
653
What it aims to do.
High long-term after-tax returns.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JXN Jackson Financial Inc. | 1.54% |
| N/A | 1.50% |
| CMC Commercial Metals Company | 1.14% |
| KEYS Keysight Technologies, Inc. | 1.08% |
| PLAB Photronics, Inc. | 1.00% |
| Astec Industries, Inc. | 0.97% |
| RBC Rbc Bearings Incorporated | 0.96% |
| ONB Old National Bancorp | 0.94% |
| Cno Financial Group, Inc. | 0.86% |
| COLB Columbia Banking System, Inc. | 0.86% |
More on STMSX.
- STMSX overview
- STMSX holdings
- STMSX risk
- STMSX costs
- STMSX money in and out
- STMSX share classes
- Compare STMSX 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.