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ALPS/Smith Credit Opportunities A (SMCAX)

9.04
-0.07
(-0.77%)
At close: 8:02:13 PM EDT
Loading Chart for SMCAX
  • Previous Close 9.11
  • YTD Return 1.38%
  • Expense Ratio 1.20%
  • Category Multisector Bond
  • Last Cap Gain -18.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 149.31M
  • Beta (5Y Monthly) 0.78
  • Yield 5.38%
  • 5y Average Return --
  • Holdings Turnover 181.00%
  • Last Dividend 0.12
  • Inception Date Sep 15, 2020

Under normal circumstances, the fund invests at least 80% of the aggregate of its net assets and borrowings for investment purposes in credit and credit related instruments. It invests, under normal circumstances, in a portfolio of U.S. debt securities of varying maturities and durations and across multiple sectors that the portfolio managers believe have capital appreciation potential. Under normal circumstances, the fund may invest up to 65% of its net assets in below investment grade securities.

ALPS

Fund Family

Multisector Bond

Fund Category

149.31M

Net Assets

2020-09-15

Inception Date

Performance Overview: SMCAX

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Trailing returns as of 4/3/2025. Category is Multisector Bond.

YTD Return

SMCAX
1.38%
Category
1.94%
 

1-Year Return

SMCAX
5.39%
Category
9.23%
 

3-Year Return

SMCAX
2.60%
Category
5.23%
 

5-Year Return

SMCAX
0.00%
Category
4.63%
 

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Holdings: SMCAX

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Sector Weightings

SectorSMCAX
Healthcare   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: SMCAX

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Research Reports: SMCAX

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