SIMT Tax-Free Conservative Income FundTFCYX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$200.1M
Expense ratio
0.34%
1-year return
+2.5%
3 years, a year
+3.0%
5 years, a year
+2.1%
Holdings
124
What it aims to do.
Preserving principal value and maintaining a high degree of liquidity while providing current income exempt from federal income taxes.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Iowa Fin Auth Midwestern Disaster Area Economic Dev Rev | 3.75% |
| St Lucie Cnty Fla Pollutn Ctl Rev | 3.55% |
| Lincoln Neb Elec Sys Rev Iam Coml Paper 3/A2 Ser 1995 | 2.50% |
| Colorado Health Facs Auth Rev | 2.25% |
| Kansas City Mo Spl Oblig | 2.05% |
| Illinois Fin Auth Rev | 2.00% |
| South Carolina St Pub Svc Auth Rev | 1.90% |
| Tender Opt Bd Tr Rcpts / Ctfs Var Sts | 1.86% |
| South Dakota Hsg Dev Auth | 1.85% |
| Pittsburgh & Allegheny Cnty Pa Sports & Exhib Auth Comwlth Lease Rev | 1.80% |
More on TFCYX.
- TFCYX overview
- TFCYX holdings
- TFCYX risk
- TFCYX costs
- TFCYX money in and out
- TFCYX share classes
- Compare TFCYX 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.