SMCVX Mutual Fund (ALPS/Smith Credit Opportunities Fund Investor Class) is managed by ALPS Advisors with $244,077.45 in net assets. SMCVX expense ratio is 1.20%, holding 310 positions across sectors including Financials, Other, Consumer Discretionary. Inception date: 2020-09-15.

SMCVX performance shows a YTD return of 1.83%. The 1-year return is 4.73% and the 5-year return is 1.98%. SMCVX dividend yield stands at 5.31%, 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 Entertainment Inc 5.625 01/15/2027 (1.5%), Discover Bank 4.682% 8/9/2028 (1.4%), Kohls Corp 144A 10% Jun 01, 2030 (1.4%). View all SMCVX holdings, sector breakdown, or dividend history.

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