Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Latest filings (excl ownership)
CORRESP
Correspondence with SEC
24 Jan 24
N-CSR/A
Certified annual shareholder report (management investment company) (amended)
18 Dec 23
N-CEN
Annual report (registered investment company)
14 Dec 23
N-CSR
Certified annual shareholder report (management investment company)
8 Dec 23
N-PX
Annual report of proxy voting record
30 Aug 23
CORRESP
Correspondence with SEC
16 Jun 23
CORRESP
Correspondence with SEC
12 Jun 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 Jun 23
N-CEN
Annual report (registered investment company)
14 Dec 22
N-CSR
Certified annual shareholder report (management investment company)
9 Dec 22
Latest ownership filings
NPORT-P
SIMT Multi-Asset Income Fund (Dec 2023 report)
29 Feb 24
NPORT-P
SIMT Real Estate Fund (Dec 2023 report)
29 Feb 24
NPORT-P
SIMT Dynamic Asset Allocation Fund (Dec 2023 report)
29 Feb 24
NPORT-P
SIMT Real Return Fund (Dec 2023 report)
29 Feb 24
NPORT-P
Monthly portfolio investment report
29 Feb 24
NPORT-P
Monthly portfolio investment report
29 Feb 24
NPORT-P
Monthly portfolio investment report
29 Feb 24
NPORT-P
Monthly portfolio investment report
29 Feb 24
NPORT-P
SIMT S&P 500 Index Fund (Dec 2023 report)
29 Feb 24
NPORT-P
Monthly portfolio investment report
29 Feb 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
SIMT Conservative Income Fund | COIAX, COIYX | 0.45 | 0.45 | 0.45 | 478.96 mm | 141 | Sep 2023 |
SIMT Core Fixed Income Fund | SCXIX, TRLVX, SCFYX | 2.62 | -2.88 | 3.75 | 4.30 bn | 4,606 | Mar 2023 |
SIMT Dynamic Asset Allocation Fund | SDYAX, SDYYX | -4.53 | -1.98 | 3.69 | 759.52 mm | 515 | Sep 2023 |
SIMT Global Managed Volatility Fund | SVTAX, SGMIX, SGLYX | -2.54 | -1.30 | 0.57 | 788.39 mm | 602 | Sep 2023 |
SIMT High Yield Bond Fund | SHYAX, SEIYX, SIYYX | -0.81 | 0.72 | 2.00 | 1.24 bn | 1,233 | Sep 2023 |
SIMT Large Cap Fund | SLGAX, SLYCX | -4.34 | -2.38 | 3.23 | 1.62 bn | 295 | Sep 2023 |
SIMT Large Cap Growth Fund | SPGIX, SELCX, SLRYX | -4.95 | -1.06 | 3.03 | 1.34 bn | 208 | Sep 2023 |
SIMT LARGE CAP INDEX FUND | SLGFX | -4.70 | -1.81 | 3.46 | 1.01 bn | 1,017 | Sep 2023 |
SIMT Large Cap Value Fund | SEUIX, TRMVX, SVAYX | -3.27 | -3.18 | 3.19 | 1.24 bn | 220 | Sep 2023 |
SIMT Liquid Alternative Fund | LLOAX, LLOBX | 1.30 | -0.40 | 0.70 | 11.43 mm | 16 | Sep 2023 |
SIMT Mid-Cap Fund | SEMCX, SIPIX, SFDYX | -4.58 | -2.92 | 3.35 | 74.35 mm | 345 | Sep 2023 |
SIMT Multi-Asset Accumulation Fund | SAAAX, SMOYX | -3.95 | -1.83 | 2.08 | 1.90 bn | 1,462 | Sep 2023 |
SIMT Multi-Asset Capital Stability Fund | SCLAX, SMLYX | -0.50 | -0.59 | 0.90 | 585.73 mm | 365 | Sep 2023 |
SIMT Multi-Asset Income Fund | SIOAX, SLIYX | -1.88 | -0.46 | 1.47 | 669.97 mm | 1,360 | Sep 2023 |
SIMT Multi-Asset Inflation Managed Fund | SIFAX, SLFYX | -0.06 | 0.13 | 1.94 | 894.55 mm | 1,530 | Sep 2023 |
SIMT Multi-Strategy Alternatives Fund | SMSAX, SMUYX | 0.16 | -0.64 | 1.34 | 422.07 mm | 523 | Sep 2023 |
SIMT Real Estate Fund | SETAX, SEIRX, SREYX | -6.56 | -3.12 | 2.95 | 68.78 mm | 43 | Sep 2023 |
SIMT Real Return Fund | SRAAX, SRYRX | -0.37 | 0.05 | 0.44 | 197.88 mm | 22 | Sep 2023 |
SIMT S&P 500 Index Fund | SSPIX, TRQIX, SPIIX, SETYX | -4.80 | -1.62 | 3.17 | 866.70 mm | 506 | Sep 2023 |
SIMT Small Cap Fund | SLLAX, SMYFX | -4.85 | -3.78 | 4.71 | 521.72 mm | 650 | Sep 2023 |
SIMT Small Cap Growth Fund | SPWIX, SSCGX, SMAYX | -5.79 | -4.95 | 4.10 | 312.58 mm | 407 | Sep 2023 |
SIMT Small Cap Value Fund | SMVIX, SESVX, SPVYX | -4.13 | -3.84 | 6.26 | 346.58 mm | 420 | Sep 2023 |
SIMT Tax-Free Conservative Income Fund | TFCAX, TFCYX | 0.24 | 0.28 | 0.25 | 168.09 mm | 74 | Sep 2023 |
SIMT Tax-Managed International Managed Volatility Fund | SMINX, SIMYX | -2.06 | -2.25 | 2.89 | 310.83 mm | 426 | Sep 2023 |
SIMT Tax-Managed Large Cap Fund | TMLCX, STLYX | -4.50 | -2.14 | 2.82 | 3.79 bn | 283 | Sep 2023 |
SIMT Tax-Managed Managed Volatility Fund | TMMAX, STVYX | -2.87 | -1.10 | 0.60 | 809.73 mm | 140 | Sep 2023 |
SIMT Tax-Managed Small/Mid Cap Fund | STMSX, STMPX | -4.75 | -3.39 | 3.88 | 774.29 mm | 550 | Sep 2023 |
SIMT U.S. Managed Volatility Fund | SVOAX, SEVIX, SUSYX | -3.21 | -1.22 | 1.47 | 748.64 mm | 376 | Sep 2023 |