SIMYX Mutual Fund

SIMYX Mutual Fund (SIMT Tax-Managed International Managed Volatility Fund Class Y) is managed by SEI Funds with $46.0M in net assets. SIMYX expense ratio is 1.13%, holding 580 positions across sectors including Financials, Industrials, Communication Services. Inception date: 2016-10-17.

SIMYX performance shows a YTD return of 10.52%. The 1-year return is 21.05% and the 5-year return is 9.07%. SIMYX dividend yield stands at 2.82%, paid annually.

SIMYX top holdings include 4503 JP Astellas Pharma Inc. (1.4%), Novartis Ag Ordinary Shares (1.3%), ENGIE SA (1.2%), Orange Sa (1.2%), Koninklijke Ahold Delhaize Nv (1.1%). Go to all SIMYX holdings, SIMYX sectors, or SIMYX dividends.

SIMYX can be compared against other funds. Use SIMYX overlap to find shared positions, or SIMYX vs another fund for a side-by-side view. SIMYX alternatives are available via the screener, along with tax-loss harvesting opportunities.