SIMT Tax-Managed Managed Volatility FundSTVYX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$570.1M
Expense ratio
0.89%
1-year return
+7.5%
3 years, a year
+12.3%
5 years, a year
+10.4%
Holdings
182
What it aims to do.
To maximize after-tax returns, but with a lower level of volatility than the broad U.S. equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CSCO Cisco Systems, Inc. | 2.46% |
| JNJ Johnson & Johnson | 2.30% |
| SBC At&T Inc. | 2.25% |
| VZ Verizon Communications Inc. | 2.00% |
| Apple Inc. | 1.97% |
| WMT Walmart Inc. | 1.79% |
| ADBE Adobe Inc. | 1.77% |
| MSFT Microsoft Corporation | 1.72% |
| MSI Motorola Solutions, Inc. | 1.69% |
| MO Altria Group, Inc. | 1.58% |
More on STVYX.
- STVYX overview
- STVYX holdings
- STVYX risk
- STVYX costs
- STVYX money in and out
- STVYX share classes
- Compare STVYX 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.