SMCRX Mutual Fund

SMCRX Mutual Fund (ALPS/Smith Credit Opportunities Fund Class I) is managed by ALPS Advisors with $48.7M in net assets. SMCRX expense ratio is 0.90%, holding 310 positions across sectors including Financials, Consumer Discretionary, Energy. Inception date: 2020-09-15.

SMCRX performance shows a YTD return of 1.20%. The 1-year return is 4.11% and the 5-year return is 1.77%. SMCRX dividend yield stands at 5.34%, paid monthly.

SMCRX 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 SMCRX holdings, SMCRX sectors, or SMCRX dividends.

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