ALPS | Smith Short Duration Bond Fund Class I is an actively managed mutual fund focused on high-quality, short- and intermediate-term fixed-income securities. Its primary objective is to deliver a high and stable level of current income while emphasizing preservation of capital and potential protection in rising rate environments. The portfolio invests at least 80% of assets in government securities, corporate bonds, and agency securities, maintaining a short effective duration profile that targets limited interest-rate sensitivity typical of the short-term bond category. The fund distributes income monthly and is positioned as a conservative core bond holding for investors seeking steadier return patterns than longer-duration strategies. As of mid-2025, the strategy reflects institutional characteristics, including an expense ratio around the middle of its peer group and a focus on liquidity and credit quality, with sizable exposure to U.S. Treasuries alongside investment-grade corporate issuers. Its role in the market centers on mitigating rate risk while providing current income, supported by a research-driven process from SS&C ALPS Advisors in partnership with Smith Capital Investors.
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