- What does SIMYX invest in?
- An open-end mutual fund that seeks tax-sensitive long-term capital appreciation with reduced volatility compared to broader international equity markets. The fund invests at least 80% of its total assets in non-U.S. equity securities, with a primary focus on companies located in developed markets.
- What is the expense ratio of SIMYX?
- SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund Class Y (SIMYX) charges an expense ratio of 1.13%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SIMYX?
- SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund Class Y (SIMYX) manages $227.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SIMYX actively managed or an index fund?
- SIMYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SIMYX launched?
- SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund Class Y (SIMYX) launched in October 2016 and is managed by the fund issuer.
- How has SIMYX performed?
- SIMYX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
