# SIM U.S. Managed Accumulation Fund

SIM U.S. Managed Accumulation Fund is a registered fund series of World Funds Trust (series S000059588). Net assets $3.0M as of 2022-01-31.

## Profile

- Series ID: S000059588
- Registrant: World Funds Trust
- LEI: 549300IKPVTXRRETJ821
- Net assets: $3.0M
- Total assets: $3.0M
- As of: 2022-01-31
- Type: Fund of funds

## Advisers

- [Secure Investment Management, LLC (Advisor)](https://search.stillhousedata.com/firm/141195)

## Top holdings (4 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [DFA U.S. Large Company Portfolio Institutional Class](https://search.stillhousedata.com/security/25434D823) | DFUSX | $2.4M | 7982.47% |
| [iShares Edge MSCI Min Vol USA ETF](https://search.stillhousedata.com/security/46429B697) | USMV | $331K | 1110.30% |
| [DFA-US HIGH RELATIVE PROFITABILITY](https://search.stillhousedata.com/security/23320G133) | DURPX | $164K | 551.28% |
| [Federated Institutional Prime Obligations Fund Institutional Class](https://search.stillhousedata.com/security/60934N203) | POIXX | $117K | 391.34% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2022-01-31 | $3.0M |
| 2021-10-31 | $3.4M |
| 2021-07-31 | $3.4M |
| 2021-04-30 | $3.3M |
| 2021-01-31 | $5K |

## More

- [Registrant: World Funds Trust](https://search.stillhousedata.com/registrant/1396092)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000059588.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.