SIM U.S. Managed Accumulation Fund Class Z
SIMSX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 111 Huntington Avenue Boston MA 02199
- IPO Date
- Dec 29, 2020
- CIK
- 0001065698
- Similar Companies
- Business
- SIM U.S. Managed Accumulation Fund Class Z (SIMSX) is an open-end mutual fund series of World Funds Trust that seeks long-term capital appreciation through investments primarily in U.S. equities, fixed income securities, and derivatives under normal circumstances; it employs managed volatility strategies to reduce drawdowns relative to broader U.S. markets, categorizing within the large blend segment with an expense ratio of 1.66% and net assets of approximately $3.25 million. The fund offers Class Z shares targeted at institutional and high-net-worth investors seeking accumulation-focused growth; related offerings within the Secure Investment Management family include the SIM U.S. Core Managed Volatility Fund (SIMUX) and SIM Income Fund, providing diversified exposure across U.S. asset classes with systematic risk management. Secure Investment Management, LLC serves as the adviser, an independently owned registered investment adviser headquartered in Tucson, Arizona, focusing on fiduciary portfolio strategies utilizing open-end mutual funds; the fund operates within the U.S. mutual fund industry, distributing through broker-dealers and platforms accessible to retail and institutional clients nationwide. No major acquisitions, partnerships, funding rounds, or strategic shifts have been publicly reported for the fund or its adviser in the last 1-2 years; performance updates show a year-to-date return of -4.85% as of recent data, reflecting market conditions without noted product launches or reorganizations. World Funds Trust, the underlying statutory trust established prior to 2017 based on registration records, maintains operations across multiple series without recent name changes or operational expansions specific to SIMSX.