Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
6
Top-10 weight
100.00%
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
3
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
5.7
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | SIMT TAX-MGD LRG CAP-Y MUTUAL FUND | — | 1,205,872 | $47.86M | 55.94% |
| 2 | SEI INTERNATIONAL EQUITY-Y MUTUAL FUND | — | 1,046,548 | $13.77M | 16.10% |
| 3 | SIMT TAX MGD SM MID CAP-Y MUTUAL FUND | — | 499,046 | $11.96M | 13.98% |
| 4 | SIMT HIGH YIELD BOND-Y MUTUAL FUND | — | 1,326,876 | $6.85M | 8.00% |
| 5 | SEI INST INST EMG MKT DEBT-Y MUTUAL FUND | — | 366,130 | $3.41M | 3.98% |
| 6 | SIT EMRG MRKTS EQTY-Y MUTUAL FUND | — | 115,895 | $1.69M | 1.98% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.