Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

ALPS/Smith Total Return Bond C (SMCHX)

9.53
+0.02
+(0.21%)
At close: 6:07:13 PM EDT
Loading Chart for SMCHX
  • Previous Close 9.51
  • YTD Return 2.46%
  • Expense Ratio 1.59%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -7.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 3.25B
  • Beta (5Y Monthly) 0.92
  • Yield 3.50%
  • 5y Average Return --
  • Holdings Turnover 135.00%
  • Last Dividend 0.08
  • Inception Date Jun 29, 2018

The fund pursues its investment objective by primarily investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities (including investments in emerging markets).

ALPS

Fund Family

Intermediate Core-Plus Bond

Fund Category

3.25B

Net Assets

2018-06-29

Inception Date

Performance Overview: SMCHX

View More

Trailing returns as of 4/11/2025. Category is Intermediate Core-Plus Bond.

YTD Return

SMCHX
2.46%
Category
0.61%
 

1-Year Return

SMCHX
4.24%
Category
3.06%
 

3-Year Return

SMCHX
0.27%
Category
5.69%
 

5-Year Return

SMCHX
0.33%
Category
3.75%
 

People Also Watch

Recent News: SMCHX

View More

Research Reports: SMCHX

View More

Top Mutual Funds