SIM U.S. Managed Accumulation Fund Class Z (SIMSX)
SIM U.S. Managed Accumulation Fund Class Z operates in the Asset Management industry of the Financial Services sector, headquartered in Boston, MA. The stock last traded at $10.02, up 0.15% on the session, giving a market capitalisation of $3.3M. Its beta of 0.00 implies it has historically moved less than the broad market.
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.
SIM U.S. Managed Accumulation Fund Class Z is most often compared with the following Financial Services names: