SIMT Large Cap Value FundTRMVX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.4B
Expense ratio
0.94%
1-year return
+19.7%
3 years, a year
+14.1%
5 years, a year
+9.7%
Holdings
244
What it aims to do.
Long-term growth of capital and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SBC At&T Inc. | 3.03% |
| C Citigroup Inc. | 2.87% |
| CMCSA Comcast Corporation | 1.94% |
| KR The Kroger Co. | 1.93% |
| XOM Exxon Mobil Corporation | 1.85% |
| GM General Motors Company | 1.83% |
| VLO Valero Energy Corporation | 1.74% |
| PFE Pfizer Inc. | 1.69% |
| The Bank of New York Mellon Corporation | 1.46% |
| Bank Of America Corporation | 1.33% |
More on TRMVX.
- TRMVX overview
- TRMVX holdings
- TRMVX risk
- TRMVX costs
- TRMVX money in and out
- TRMVX share classes
- Compare TRMVX 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.