SIMT Global Managed Volatility FundSVTAX
Type
Mutual fund
Peer group
Global equity
Net assets
$699.3M
Expense ratio
1.24%
1-year return
+9.0%
3 years, a year
+11.0%
5 years, a year
+8.0%
Holdings
463
What it aims to do.
Capital appreciation with less volatility than the broad global equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JNJ Johnson & Johnson | 2.25% |
| CSCO Cisco Systems, Inc. | 1.96% |
| Novartis AG | 1.86% |
| Koninklijke Ahold Delhaize N.V. | 1.82% |
| MCK Mckesson Corporation | 1.74% |
| SBC At&T Inc. | 1.66% |
| Apple Inc. | 1.62% |
| CL Colgate-Palmolive Company | 1.54% |
| MO Altria Group, Inc. | 1.53% |
| MSI Motorola Solutions, Inc. | 1.49% |
More on SVTAX.
- SVTAX overview
- SVTAX holdings
- SVTAX risk
- SVTAX costs
- SVTAX money in and out
- SVTAX share classes
- Compare SVTAX 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.