The ALPS/Smith Total Return Bond Fund Class A is a mutual fund designed to provide investors with a comprehensive bond investment solution focused on maximizing total return while maintaining an emphasis on capital preservation. Structured around a core strategy of investing at least 80% of its net assets in bonds, the fund features broad exposure to various fixed income instruments, including government and corporate bonds, mortgage-backed securities, convertible securities, asset-backed securities, money market instruments, and both domestic and foreign debt—encompassing even emerging markets. This fund is managed to pursue risk-adjusted returns and diversification, making it suitable for those seeking stable income generation and risk management within their investment portfolio. It benchmarks its performance against the Bloomberg US Aggregate Bond Index and typically distributes income to investors on a monthly basis. The portfolio’s diverse holdings and focus on high credit quality further position it as a core fixed income holding in multi-asset investment strategies. Since its inception in 2018, the fund has aimed to meet the needs of investors looking for balanced, actively managed exposure to the bond market across sectors and credit qualities.
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