SIM U.S. Managed Accumulation Fund Class Z (SIMSX) Research
Typically, this fund allocates a minimum of 80% of its total assets (including any leveraged capital) to various underlying investment vehicles. These sub-funds, as specified in their official documents, are dedicated to investing in companies primarily based in the U.S., entities with substantial operations within the United States, or businesses listed on American stock exchanges or trading platforms. Furthermore, roughly 75% of the fund's net capital is usually directed towards sub-funds overseen by Dimensional Fund Advisors LP, which are structured to deliver specific factor-based investment exposure.
Market snapshot
- Symbol
- SIMSX
- Price
- $10.02
- Day change
- +0.15%
- Market cap
- $3.3M
- 52-week range
- 10.41-12.38
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Cambiar Global Equity Investor Class Shares (CAMGX)
- Champlain Emerging Markets Fund Advisor Class (CIPDX)
- Frost Municipal Bond Fund Investor Class Shares (FAUMX)
- Lazard International Equity Value Portfolio Open Shares (IEVOX)
- ERShares US Small Cap Institutional Class (IMPAX)
- Virtus Vontobel Foreign Opportunities Fund A (JVIAX)
- Lazard Global Fixed Income Portfolio Open Shares (LZGOX)
- PFG Global Strategy Fund Class R (PFDGX)
Open SIM U.S. Managed Accumulation Fund Class Z (SIMSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.