Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
14 Dec 22
N-CSR
Certified annual shareholder report (management investment company)
9 Dec 22
N-PX
Annual report of proxy voting record
24 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 Jun 22
N-CEN
Annual report (registered investment company)
14 Dec 21
N-CSR
Certified annual shareholder report (management investment company)
9 Dec 21
N-PX
Annual report of proxy voting record
25 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Jun 21
N-CEN
Annual report (registered investment company)
14 Dec 20
N-CSR
Certified annual shareholder report (management investment company)
9 Dec 20
Latest ownership filings
NPORT-P
SIMT Multi-Asset Accumulation Fund (Mar 2023 report)
26 May 23
NPORT-P
SIMT Multi-Asset Income Fund (Mar 2023 report)
26 May 23
NPORT-P
Simt Large Cap Index Fund (Mar 2023 report)
26 May 23
NPORT-P
SIMT Tax-Managed Large Cap Fund (Mar 2023 report)
26 May 23
NPORT-P
SIMT Mid-Cap Fund (Mar 2023 report)
26 May 23
NPORT-P
SIMT Multi-Strategy Alternatives Fund (Mar 2023 report)
26 May 23
NPORT-P
SIMT Large Cap Value Fund (Mar 2023 report)
26 May 23
NPORT-P
SIMT S&P 500 Index Fund (Mar 2023 report)
26 May 23
NPORT-P
SIMT Global Managed Volatility Fund (Mar 2023 report)
26 May 23
NPORT-P
SIMT Tax-Managed International Managed Volatility Fund (Mar 2023 report)
26 May 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
SIMT Conservative Income Fund | COIAX, COIYX | 0.39 | 0.34 | 0.45 | 417.92 mm | 96 | Mar 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 | 2.95 | -2.42 | 5.63 | 683.70 mm | 504 | Mar 2023 |
SIMT Global Managed Volatility Fund | SVTAX, SGMIX, SGLYX | 2.40 | -1.97 | 1.87 | 867.49 mm | 772 | Mar 2023 |
SIMT High Yield Bond Fund | SHYAX, SEIYX, SIYYX | -0.13 | -1.11 | 4.42 | 1.26 bn | 1,278 | Mar 2023 |
SIMT Large Cap Fund | SLGAX, SLYCX | 1.37 | -3.03 | 6.66 | 1.71 bn | 298 | Mar 2023 |
SIMT Large Cap Growth Fund | SPGIX, SELCX, SLRYX | 6.37 | -1.52 | 6.70 | 1.40 bn | 167 | Mar 2023 |
SIMT LARGE CAP INDEX FUND | SLGFX | 3.15 | -2.45 | 6.72 | 1.02 bn | 1,011 | Mar 2023 |
SIMT Large Cap Value Fund | SEUIX, TRMVX, SVAYX | -1.57 | -3.15 | 5.52 | 1.34 bn | 219 | Mar 2023 |
SIMT Mid-Cap Fund | SEMCX, SIPIX, SFDYX | -1.97 | -2.12 | 7.55 | 74.35 mm | 335 | Mar 2023 |
SIMT Multi-Asset Accumulation Fund | SAAAX, SMOYX | 3.16 | -3.61 | 4.98 | 2.08 bn | 1,769 | Mar 2023 |
SIMT Multi-Asset Capital Stability Fund | SCLAX, SMLYX | 0.97 | -0.76 | 1.54 | 629.83 mm | 530 | Mar 2023 |
SIMT Multi-Asset Income Fund | SIOAX, SLIYX | 1.24 | -1.97 | 4.33 | 703.70 mm | 1,447 | Mar 2023 |
SIMT Multi-Asset Inflation Managed Fund | SIFAX, SLFYX | 0.90 | -2.20 | -0.99 | 980.66 mm | 1,586 | Mar 2023 |
SIMT Multi-Strategy Alternatives Fund | SMSAX, SMUYX | -0.22 | -0.43 | 1.64 | 449.95 mm | 764 | Mar 2023 |
SIMT Real Estate Fund | SETAX, SEIRX, SREYX | -2.40 | -5.06 | 10.65 | 72.84 mm | 47 | Mar 2023 |
SIMT Real Return Fund | SRAAX, SRYRX | 2.08 | -0.64 | 0.80 | 224.37 mm | 21 | Mar 2023 |
SIMT S&P 500 Index Fund | SSPIX, TRQIX, SPIIX, SETYX | 3.64 | -2.48 | 6.24 | 810.70 mm | 506 | Mar 2023 |
SIMT Small Cap Fund | SLLAX, SMYFX | -5.45 | -0.67 | 7.74 | 539.21 mm | 638 | Mar 2023 |
SIMT Small Cap Growth Fund | SPWIX, SSCGX, SMAYX | -3.17 | -0.78 | 7.58 | 323.93 mm | 415 | Mar 2023 |
SIMT Small Cap Value Fund | SMVIX, SESVX, SPVYX | -7.21 | -2.01 | 9.65 | 358.86 mm | 428 | Mar 2023 |
SIMT Tax-Free Conservative Income Fund | TFCAX, TFCYX | 0.28 | 0.17 | 0.25 | 161.91 mm | 71 | Mar 2023 |
SIMT Tax-Managed International Managed Volatility Fund | SMINX, SIMYX | 2.41 | -1.88 | 4.87 | 348.48 mm | 445 | Mar 2023 |
SIMT Tax-Managed Large Cap Fund | TMLCX, STLYX | 1.83 | -3.14 | 5.19 | 3.91 bn | 289 | Mar 2023 |
SIMT Tax-Managed Managed Volatility Fund | TMMAX, STVYX | 2.15 | -1.59 | 0.21 | 881.07 mm | 143 | Mar 2023 |
SIMT Tax-Managed Small/Mid Cap Fund | STMSX, STMPX | -4.38 | -1.49 | 7.71 | 805.15 mm | 578 | Mar 2023 |
SIMT U.S. Managed Volatility Fund | SVOAX, SEVIX, SUSYX | 0.52 | -3.05 | 2.03 | 818.98 mm | 382 | Mar 2023 |