SMCVX Mutual Fund

SMCVX Mutual Fund (ALPS/Smith Credit Opportunities Fund Investor Class) is managed by ALPS Advisors with $65,675.58 in net assets. SMCVX expense ratio is 1.20%, holding 285 positions across sectors including Industrials, Financials. Inception date: 2020-09-15.

SMCVX performance shows a YTD return of 1.17%. The 1-year return is 4.08% and the 5-year return is 1.77%. SMCVX dividend yield stands at 5.38%, paid monthly.

SMCVX top holdings include U.S. Treasury Note, 4.125%, Due 06/30/2028 (4.0%), Cash Equivalent (3.1%), UBS Group AG 7.125 12/31/9999 (1.6%), Kohl'S Corp. 10.00 06/01/2030 (1.6%), United States Treasury Bonds 4.375 05/15/2036 (1.5%). Go to all SMCVX holdings, SMCVX sectors, or SMCVX dividends.

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