Simt Tax Managed Managed Fund Quote

The performance scores are calculated from February 5, 2026 through May 6, 2026. Learn more.
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Simt Tax Managed Managed [TMMAX] is traded in USA. The fund is listed under the Large Value category and is part of the SEI family. This fund at this time has accumulated $570.06 million in assets with a minimum initial investment of $$100,000. Simt Tax Managed is currently producing a year-to-date (YTD) return of 3.14%, while the total return for the last 3 years is 12.31%. Simt Tax is an operator in the large value segment where revenue is driven by core operating activity and end-market demand.
Simt Tax financial stability analysis

Mutual Fund Notable Updates

Legal NameSIMT TAX-MANAGED MANAGED VOLATILITY FUND SIMT TAX-MANAGED MANAGED VOLATILITY FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)
Fund ConcentrationLarge Value, SEI, Large Blend, Large Value, (View all Sectors)

Additional Fund Information

Update Date31st of March 2026
Expense Ratio Date31st of January 2026
Fiscal Year EndSeptember

Simt Tax Managed Managed Against Markets

Investor Insights and Alerts

Shareholder alerts for Simt Tax, a Large Value mutual fund, flag conditions that may warrant re-evaluating your position. Simt Tax distributes 1.1% in yield. A concise alert layer reduces the chance of ignoring material changes to dividend coverage or payout stability.
Simt Tax Managed is not yet fully synchronised with the market data

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Mutual Fund Overview, Methodology & Data Sources

The fund overview for Simt Tax summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Mutual Fund Funds. The current allocation is approximately 98.0% equities and 2.0% cash. It is classified under Large Value within the SEI family.

Methodology

Unless otherwise specified, data for Simt Tax Managed Managed is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Simt Tax Managed Managed market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: This report references public fund disclosures, holdings reports, and market data feeds and institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Certain datasets may update with delay depending on source availability. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Simt Tax Managed Managed may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board

Simt Tax Related Equities

Investors studying Simt Tax often look at related stocks within the Large Value space to gauge pricing and results. Checking Simt Tax against peers on P/E, margins, and return on equity helps put its position in context. Peer pricing is more meaningful when the firms compared share similar business models and end markets.
 Risk & Return  Correlation
A holding's risk contribution depends on both its volatility and its correlation with other portfolio positions. Such insight enriches allocation decisions within a diversified portfolio. Broader economic conditions can influence Simt Tax Managed Managed's mutual fund valuation - related indicators include signals in nation.
Simt Tax currently shows P/E of 17.28. Simt Tax analysis is best paired with portfolio risk and diversification tools before adjusting allocations. A thorough Simt Tax review pairs the data above with the quantitative and comparative resources listed below. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.

Related Tools for Simt Tax Mutual Fund

Simt Tax analysis integrates price volatility, profitability trends, liquidity strength, and leverage structure. Peer comparison contextualizes performance.