SMCVX Mutual Fund

SMCVX Mutual Fund (ALPS/Smith Credit Opportunities Fund Investor Class) is managed by ALPS Advisors with $65,870.62 in net assets. SMCVX expense ratio is 1.20%, holding 285 positions across sectors including Financials, Consumer Discretionary, Energy. 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 5.29%, paid monthly.

SMCVX 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 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.