SMCAX Mutual Fund

SMCAX Mutual Fund (ALPS/Smith Credit Opportunities Fund Class A) is managed by ALPS Advisors with $1.3M in net assets. SMCAX expense ratio is 1.20%, holding 285 positions across sectors including Financials, Consumer Discretionary, Energy. Inception date: 2020-09-15.

SMCAX performance shows a YTD return of 1.77%. The 1-year return is 3.62% and the 5-year return is 1.74%. SMCAX dividend yield stands at 5.28%, paid monthly.

SMCAX top holdings include United States Treasury Note/Bond - When Issued 4.13% 06/30/2028 (5.5%), Treasury Bond (Otr) 55/15/2056 (3.4%), Us Treasury N/B 4.375 5/15/2036 (1.8%), Morgan Stanley Institutional L Msilf Government Port Inst (1.7%), Kohls Corp 144A 10% Jun 01, 2030 (1.6%). 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.