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 $2.6M in net assets. SMCHX expense ratio is 1.59%, holding 1681 positions across sectors including Financials, Industrials, Energy. Inception date: 2018-06-29.
SMCHX performance shows a YTD return of -0.74%. The 1-year return is 0.80% and the 5-year return is -0.72%. SMCHX dividend yield stands at 3.50%, paid monthly.
SMCHX top holdings include Us Treasury N/B 4.375 5/15/2036 (6.4%), Treasury Bond (Otr) 4.63% Nov 15, 2045 4.63 2045-11-15 (3.9%), Wi Treasury Sec 11/55 4.625 11/15/2055 (3.5%), Us Treas Nts 4.125% 10/31/29 (3.2%), United States Treasury Note/Bond 4.88 08/15/2045 (2.7%). 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.