SMCHX Mutual Fund
SMCHX Mutual Fund
SMCHX Mutual Fund
ALPS/Smith Total Return Bond Fund Class C
SMCHX Mutual Fund Overview
SMCHX Mutual Fund (ALPS/Smith Total Return Bond Fund Class C) is managed by Alps Funds with $2.7M in net assets. SMCHX expense ratio is 1.59%, holding 1681 positions across sectors including Industrials, Financials, Real Estate. Inception date: 2018-06-29.
SMCHX performance shows a YTD return of -1.14%. The 1-year return is 1.44% and the 5-year return is -0.83%. SMCHX dividend yield stands at 3.50%, paid monthly.
SMCHX top holdings include United States Treasury Bonds 4.625 11/15/2045 (4.0%), United States Treasury Bonds 4.625 11/15/2055 (3.6%), United States Treasury Bonds 4.375 05/15/2036 (3.3%), United States Treasury Notes 4.125 10/31/2029 (3.2%), United States Treasury Bonds 4.875 08/15/2045 (2.8%). Go to all SMCHX holdings, SMCHX sectors, or SMCHX dividends.
SMCHX can be compared against other funds. Use SMCHX overlap to find shared positions, or SMCHX vs another fund for a side-by-side view. SMCHX alternatives are available via the screener, along with tax-loss harvesting opportunities.