SMLYX Mutual Fund

SMLYX Mutual Fund (SIMT Multi-Asset Capital Stability Fund Class Y) is managed by SEI Funds. SMLYX expense ratio is 0.73%, holding 114 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2014-12-31.

SMLYX performance shows a YTD return of 2.26%. The 1-year return is 5.53% and the 5-year return is 3.38%. SMLYX dividend yield stands at 1.93%, paid annually.

SMLYX top holdings include Microsoft Corp (10.7%), Nvidia Corp. (9.0%), Us 5Yr Note (Cbt) Jun26 Financial Commodity Future. (4.6%), Us 5Yr Note (Cbt) Jun26 Financial Commodity Future. (4.5%), Broadcom Inc (3.3%). Go to all SMLYX holdings, SMLYX sectors, or SMLYX dividends.

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