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Nasdaq - Delayed Quote USD

ALPS/Smith Credit Opportunities A (SMCAX)

9.04
-0.07
(-0.77%)
At close: 8:02:13 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Ameriprise Brokerage
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Multisector Bond
Fund Family ALPS
Net Assets 149.31M
YTD Return 1.38%
Yield 5.38%
Morningstar Rating
Inception Date Sep 15, 2020

Performance & Risk

YTD Return 1.26%
5y Average Return 0.00%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

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