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 Tax-Managed Large Cap Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT Real Estate Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT Mid-Cap Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT Tax-Managed International Managed Volatility Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT Multi-Asset Inflation Managed Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT Conservative Income Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT Multi-Asset Accumulation Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT Multi-Asset Capital Stability Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT Small Cap Value Fund (Sep 2022 report)
28 Nov 22
NPORT-P
SIMT U.S. Managed Volatility Fund (Sep 2022 report)
28 Nov 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| SIMT Conservative Income Fund | COIAX, COIYX | 0.20 | 0.24 | 0.12 | 360.26 mm | 134 | Sep 2022 |
| SIMT Core Fixed Income Fund | SCXIX, TRLVX, SCFYX | -4.83 | -2.94 | 2.83 | 4.46 bn | 4,774 | Sep 2022 |
| SIMT Dynamic Asset Allocation Fund | SDYAX, SDYYX | -9.37 | -4.16 | 9.35 | 684.09 mm | 504 | Sep 2022 |
| SIMT Global Managed Volatility Fund | SVTAX, SGMIX, SGLYX | -7.76 | -2.84 | 3.73 | 840.77 mm | 621 | Sep 2022 |
| SIMT High Yield Bond Fund | SHYAX, SEIYX, SIYYX | -3.86 | -1.65 | 4.61 | 1.31 bn | 1,310 | Sep 2022 |
| SIMT Large Cap Fund | SLGAX, SLYCX | -9.51 | -3.45 | 8.48 | 1.58 bn | 303 | Sep 2022 |
| SIMT Large Cap Growth Fund | SPGIX, SELCX, SLRYX | -9.65 | -4.44 | 11.27 | 1.31 bn | 155 | Sep 2022 |
| SIMT LARGE CAP INDEX FUND | SLGFX | -9.22 | -3.88 | 9.26 | 903.35 mm | 1,021 | Sep 2022 |
| SIMT Large Cap Value Fund | SEUIX, TRMVX, SVAYX | -8.67 | -2.75 | 5.29 | 1.27 bn | 220 | Sep 2022 |
| SIMT Mid-Cap Fund | SEMCX, SIPIX, SFDYX | -8.62 | -2.72 | 8.74 | 69.06 mm | 345 | Sep 2022 |
| SIMT Multi-Asset Accumulation Fund | SAAAX, SMOYX | -8.62 | -4.83 | 6.01 | 2.06 bn | 1,903 | Sep 2022 |
| SIMT Multi-Asset Capital Stability Fund | SCLAX, SMLYX | -1.21 | -0.80 | 1.11 | 663.54 mm | 448 | Sep 2022 |
| SIMT Multi-Asset Income Fund | SIOAX, SLIYX | -5.49 | -1.06 | 3.52 | 712.77 mm | 1,896 | Sep 2022 |
| SIMT Multi-Asset Inflation Managed Fund | SIFAX, SLFYX | -4.09 | -0.28 | 1.51 | 1.08 bn | 1,595 | Sep 2022 |
| SIMT Multi-Strategy Alternatives Fund | SMSAX, SMUYX | -1.89 | 0.60 | 0.49 | 490.94 mm | 1,146 | Sep 2022 |
| SIMT Real Estate Fund | SETAX, SEIRX, SREYX | -12.33 | -6.00 | 8.64 | 75.43 mm | 51 | Sep 2022 |
| SIMT Real Return Fund | SRAAX, SRYRX | -3.47 | -1.68 | 1.97 | 258.16 mm | 19 | Sep 2022 |
| SIMT S&P 500 Index Fund | SSPIX, TRQIX, SPIIX, SETYX | -9.25 | -4.12 | 9.19 | 746.37 mm | 506 | Sep 2022 |
| SIMT Small Cap Fund | SLLAX, SMYFX | -8.90 | -2.45 | 9.83 | 520.56 mm | 653 | Sep 2022 |
| SIMT Small Cap Growth Fund | SPWIX, SSCGX, SMAYX | -8.83 | -2.25 | 10.05 | 314.97 mm | 419 | Sep 2022 |
| SIMT Small Cap Value Fund | SMVIX, SESVX, SPVYX | -10.98 | -3.47 | 9.78 | 349.17 mm | 433 | Sep 2022 |
| SIMT Tax-Free Conservative Income Fund | TFCAX, TFCYX | 0.07 | 0.13 | 0.05 | 181.94 mm | 76 | Sep 2022 |
| SIMT Tax-Managed International Managed Volatility Fund | SMINX, SIMYX | -8.57 | -4.80 | 2.36 | 311.77 mm | 415 | Sep 2022 |
| SIMT Tax-Managed Large Cap Fund | TMLCX, STLYX | -8.87 | -3.62 | 7.78 | 3.64 bn | 300 | Sep 2022 |
| SIMT Tax-Managed Managed Volatility Fund | TMMAX, STVYX | -6.41 | -2.38 | 4.41 | 871.48 mm | 150 | Sep 2022 |
| SIMT Tax-Managed Small/Mid Cap Fund | STMSX, STMPX | -9.01 | -3.67 | 8.69 | 782.32 mm | 587 | Sep 2022 |
| SIMT U.S. Managed Volatility Fund | SVOAX, SEVIX, SUSYX | -7.33 | -3.34 | 3.31 | 802.99 mm | 362 | Sep 2022 |