SMCAX Mutual Fund

SMCAX Mutual Fund (ALPS/Smith Credit Opportunities Fund Class A) is managed by ALPS Advisors with $1.4M in net assets. SMCAX expense ratio is 1.20%, holding 285 positions across sectors including Industrials, Financials. Inception date: 2020-09-15.

SMCAX performance shows a YTD return of 1.08%. The 1-year return is 4.12% and the 5-year return is 1.65%. SMCAX dividend yield stands at 5.28%, paid monthly.

SMCAX top holdings include U.S. Treasury Note, 4.125%, Due 06/30/2028 (4.0%), Cash Equivalent (3.1%), UBS Group AG 7.125 12/31/9999 (1.6%), Kohl'S Corp. 10.00 06/01/2030 (1.6%), United States Treasury Bonds 4.375 05/15/2036 (1.5%). Go to all SMCAX holdings, SMCAX sectors, or SMCAX dividends.

SMCAX can be compared against other funds. Use SMCAX overlap to find shared positions, or SMCAX vs another fund for a side-by-side view. SMCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.