SMCAX

About SMCAX

ALPS | Smith Credit Opportunities Fund Class A is an actively managed open‑end mutual fund focused on U.S. credit markets. Its primary objective is to obtain maximum risk‑adjusted return with a secondary emphasis on high current income, implemented through a flexible, multi‑sector approach across investment‑grade and high‑yield corporate bonds and other U.S. credit instruments. The strategy allocates dynamically across credit sectors and duration to navigate varying market and rate cycles, seeking to balance income generation with downside risk management. The fund is advised by ALPS Advisors with Smith Capital Investors serving as sub‑adviser, combining institutional credit research with active risk controls. Benchmark context typically references a blended exposure to the Bloomberg U.S. Aggregate Bond and Bloomberg U.S. Corporate High Yield indexes, reflecting its core‑plus and below‑investment‑grade opportunity set. Within the mutual fund landscape, it serves investors looking for diversified credit exposure, monthly income distributions, and an actively managed alternative to single‑sector bond funds, with performance evaluated versus broad U.S. credit categories and peer groups.