SMCHX Mutual Fund (ALPS/Smith Total Return Bond Fund Class C) is managed by Alps Funds with $2.8M in net assets. SMCHX expense ratio is 1.59%, holding 1644 positions across sectors including Other, Financials, Industrials. Inception date: 2018-06-29.

SMCHX performance shows a YTD return of 0.45%. The 1-year return is 2.84% and the 5-year return is -0.36%. SMCHX dividend yield stands at 3.45%, paid monthly.

SMCHX top holdings include Treasury Bond (Otr) 4.63% Nov 15, 2045 4.63 2045-11-15 (4.2%), Wi Treasury Sec 11/55 4.625 11/15/2055 (4.0%), Us Treasury N/B 11/35 4 (3.9%), Wi Treasury Sec 08/55 4.75 (3.5%), United States Treasury Note/Bond 4.88 08/15/2045 (2.9%). View all SMCHX holdings, sector breakdown, or dividend history.

SMCHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMCHX alternatives are available via the screener, along with tax-loss harvesting opportunities.