ALPS | Smith Short Duration Bond Fund Investor Class is an open‑end mutual fund focused on delivering a high level of current income while emphasizing preservation of capital. The strategy invests primarily in short‑ and intermediate‑term fixed income, allocating at least 80% of assets to government securities, corporate bonds and notes, and agency securities, with flexibility to include asset‑backed securities, money market instruments, commercial loans, and select foreign debt. The portfolio targets limited interest‑rate sensitivity, aligning with a short‑term bond profile and aiming to provide potential resilience when rates rise. The fund is benchmarked to the Bloomberg 1–3 Year U.S. Government/Credit Index and distributes income monthly. Its holdings mix typically includes a meaningful allocation to U.S. Treasuries alongside investment‑grade corporate issuers, reflecting a balance between quality and income generation. This approach positions the fund as a core short‑duration option for investors seeking steady income and lower volatility relative to longer‑duration bond strategies, with an emphasis on liquidity, diversification, and disciplined credit selection.
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