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Sims Total Return Fund Inc

SIMFX:US
NASDAQ GM
10.87
USD
0.05
0.46%
As of 9:29 AM EDT 9/22/2017
Fund Type
Open-End Fund
52Wk Range
10.29 - 10.87
1 Yr Return
4.15%
YTD Return
2.94%
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Previous Close
10.82
52Wk Range
10.29 - 10.87
1 Yr Return
3.88%
YTD Return
2.94%
Fund Type
Open-End Fund
Objective
Value Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/22/2017)
10.87
Total Assets (m USD) (on 09/22/2017)
7.826
Inception Date
09/15/1986
Last Dividend (on 12/30/2016)
0.7396
Dividend Indicated Gross Yield
-
Fund Managers
BARRY SCOTT ARNOLD / LILLI GUST
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.74%
Expense Ratio
2.14%

Top Fund Holdings

Name Position Value % of Fund
1.46 m 1.46 m 18.88
19.40 k 1.39 m 17.99
12.00 k 433.56 k 5.61
4.00 k 425.88 k 5.51
2.00 k 392.66 k 5.08
450.00 391.98 k 5.07
7.00 k 375.90 k 4.86
4.50 k 363.38 k 4.70
7.00 k 356.58 k 4.61
6.00 k 342.18 k 4.43
Profile
Sims Total Return Fund Inc is an open-end fund incorporated in the USA. The Fund seeks capital growth and income. The Fund invests in well-established mid- to large-capitalization companies (market capitalizations of $3 billion or more) having an operating history of ten or more years and favors value stocks.
Address
The Primary Trend Funds
700 North Water Street
Milwaukee, WI 53202
USA
Phone
1-800-443-6544
Website
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