SMCRX Mutual Fund

SMCRX Mutual Fund (ALPS/Smith Credit Opportunities Fund Class I) is managed by ALPS Advisors with $45.5M in net assets. SMCRX expense ratio is 0.90%, holding 285 positions across sectors including Financials, Consumer Discretionary, Energy. Inception date: 2020-09-15.

SMCRX performance shows a YTD return of 1.89%. The 1-year return is 3.63% and the 5-year return is 1.86%. SMCRX dividend yield stands at 5.29%, paid monthly.

SMCRX 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 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.