SMCVX Mutual Fund

SMCVX Mutual Fund (ALPS/Smith Credit Opportunities Fund Investor Class) is managed by ALPS Advisors with $64,506.8 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 -0.40%. The 1-year return is 0.28% and the 5-year return is 1.87%. SMCVX dividend yield stands at 5.47%, paid monthly.

SMCVX top holdings include United States Treasury Notes 4.125% 4.125 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 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.