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 310 positions across sectors including Financials, Consumer Discretionary, Energy. 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 5.35%, paid monthly.

SMCAX top holdings include Us Treasury N/B 11/35 4 (4.0%), Wi Treasury Sec 11/55 4.625 11/15/2055 (2.5%), Penn National Gaming Inc Sr Unsecured 144a 01/27 5.625 (1.5%), Discover Bank 5.937039% 09-Aug-2028, 5.97%, 08/09/28 (1.4%), Kohls Corp 144A 10% Jun 01, 2030 (1.4%). 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.