SMCMX Mutual Fund

SMCMX Mutual Fund (ALPS/Smith Short Duration Bond Fund Class C) is managed by Alps Funds with $1.5M in net assets. SMCMX expense ratio is 1.49%, holding 207 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2018-06-29.

SMCMX performance shows a YTD return of 0.77%. The 1-year return is 1.87% and the 5-year return is 1.65%. SMCMX dividend yield stands at 3.15%, paid monthly.

SMCMX top holdings include Us Treasury N/B 3.38% 02/29/2028 3.38 (6.3%), Treasury Note (Old) 45/31/2028 (2.1%), Wells Fargo + Company Sr Unsecured 04/28 Var 2024-04-28 (1.6%), Us Treasury N/B 3.875 5/15/2029 (1.6%), U.S. Treasury Note/bond 2.250%, 11/15/2027 (1.4%). Go to all SMCMX holdings, SMCMX sectors, or SMCMX dividends.

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