SIMT U.S. Managed Volatility FundSUSYX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$485.0M
Expense ratio
0.89%
1-year return
+6.9%
3 years, a year
+10.4%
5 years, a year
+8.2%
Holdings
225
What it aims to do.
Capital appreciation with less volatility than the broad U.S. equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| VZ Verizon Communications Inc. | 2.42% |
| BMY Bristol-Myers Squibb Company | 2.36% |
| JNJ Johnson & Johnson | 2.34% |
| SBC At&T Inc. | 2.27% |
| CSCO Cisco Systems, Inc. | 2.23% |
| MO Altria Group, Inc. | 1.78% |
| N/A | 1.74% |
| XOM Exxon Mobil Corporation | 1.57% |
| MRK Merck & Co., Inc. | 1.53% |
| GILD Gilead Sciences, Inc. | 1.50% |
More on SUSYX.
- SUSYX overview
- SUSYX holdings
- SUSYX risk
- SUSYX costs
- SUSYX money in and out
- SUSYX share classes
- Compare SUSYX 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.