ALPS/Smith Credit Opportunities Fund (SMCVX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMCVX
SMCVX charges 1.17% annually. There are 67 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | SMCVX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | SMCVX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | SMCVX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | SMCVX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | SMCVX vs MOFIX |
Best Risk-Adjusted Alternatives to SMCVX
SMCVX has a PortfoliosLab risk / return rank of 41. There are 54 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | SMCVX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | SMCVX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | SMCVX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | SMCVX vs RFXIX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | SMCVX vs ICMUX |
Top Performing SMCVX Alternatives (YTD)
SMCVX is at 1.17% YTD. There are 41 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.57% | — | Jan 2011 | SMCVX vs ACP | |
| Western Asset Diversified Income Fund | 4.16% | — | Jun 2021 | SMCVX vs WDI | |
| Saba Capital Income & Opportunities Fund | 3.52% | — | Dec 1987 | SMCVX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.40% | — | May 2016 | SMCVX vs LFLIX | |
| Intrepid Income Fund | 2.85% | — | Jul 2007 | SMCVX vs ICMUX |
Lowest Volatility Alternatives to SMCVX
SMCVX has 2.85% 1-year volatility. There are 31 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.18% | — | Nov 2015 | SMCVX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | SMCVX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | SMCVX vs BWDTX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | SMCVX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 1.41% | — | Jan 2018 | SMCVX vs CBLDX |
Lowest Drawdown Alternatives to SMCVX
SMCVX has a 1-year max drawdown of -2.71%. There are 43 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | SMCVX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | SMCVX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | SMCVX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | SMCVX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | SMCVX vs BWDTX |
Other Mutual Funds from ALPS
The 8 most viewed ALPS mutual funds shown here include INDAX, RLIIX, JCRAX and span 7 categories. AUM among these funds goes as high as $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | India Equities, Asia Pacific Equities | 1 | -9.81% | 4.59M | Feb 2011 | SMCVX vs INDAX | |
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 72 | 8.23% | — | Aug 2010 | SMCVX vs RLIIX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 67 | 14.94% | 16.45M | Jun 2010 | SMCVX vs JCRAX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 1 | -7.56% | 9.31M | Dec 2007 | SMCVX vs LPEFX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | SMCVX vs SMTRX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 78 | 9.24% | — | Sep 2020 | SMCVX vs ALIBX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -8.89% | — | Oct 2014 | SMCVX vs AVPEX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 89 | 0.77% | 630.45M | Jun 2018 | SMCVX vs SMRSX |
Often Compared With SMCVX
Investors most often compare SMCVX with ETSIX, ANGLX, AXSIX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 92 | 2.63% | — | Jan 1998 | SMCVX vs ETSIX | |
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | 96 | 2.40% | — | Jun 2011 | SMCVX vs ANGLX | |
| Axonic Strategic Income Fund | Multisector Bonds | 93 | 2.31% | — | Dec 2019 | SMCVX vs AXSIX | |
| Eaton Vance Short Duration Strategic Income Fund | Multisector Bonds | 89 | 2.28% | — | May 1994 | SMCVX vs ECSIX | |
| BrandywineGLOBAL Global Income Opportunities Fund | Multisector Bonds | 7 | 0.02% | — | Mar 2012 | SMCVX vs BWG | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 94 | 2.78% | — | Apr 2009 | SMCVX vs ESIIX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 39 | 0.39% | — | Jun 2021 | SMCVX vs CBRDX | |
| Easterly Income Opportunities Fund | Multisector Bonds | 80 | 0.41% | — | Aug 2018 | SMCVX vs JSVIX | |
| Muzinich Low Duration Fund | Multisector Bonds | 92 | 1.73% | — | Jun 2016 | SMCVX vs MZLSX | |
| Lord Abbett Credit Opportunities Fund | Multisector Bonds | 21 | 1.54% | — | Feb 2019 | SMCVX vs LCRDX | |
| Potomac Managed Volatility Fund | Multisector Bonds | 46 | 1.81% | — | Jun 2020 | SMCVX vs CRMVX |
Compare SMCVX with Any Fund or Stock
Compare SMCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMCVX with funds that move differently
ALPS/Smith Credit Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMCVX.
Explore SMCVX Diversifiers