Morningstar

ALPS/Smith Credit Opportunities Fund Class I SMCRX

Medalist Rating as of Aug 31, 2026 See ALPS Investment Hub

Strategy

The investment seeks to obtain maximum risk-adjusted return with a secondary focus on high current income. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMCVX	ALPS/Smith Credit Opportunities Fund Investor Class	No Load	Open			Sep 15, 2020	$64,684.00	1.200%	High	$2,500	−$230,739.90
SMCRX	ALPS/Smith Credit Opportunities Fund Class I	Institutional	Open			Sep 15, 2020	$45.31M	0.900%	High	$100,000	−$66.02M
SMCAX	ALPS/Smith Credit Opportunities Fund Class A	Front Load	Open			Sep 15, 2020	$1.29M	1.200%	High	$2,500	−$149,133.97
SMCCX	ALPS/Smith Credit Opportunities Fund Class C	Level Load	Open			Sep 15, 2020	$438,041.00	1.900%	High	$2,500	−$33,210.57

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