SMTHX

About SMTHX

ALPS | Smith Total Return Bond Fund Class I is an actively managed mutual fund specializing in intermediate core-plus bond strategies. Its primary objective is to achieve maximum total return while preserving capital. The fund invests at least 80% of its net assets in a diverse portfolio of debt securities, including U.S. government and corporate bonds, mortgage-backed and asset-backed securities, convertible bonds, and foreign debt instruments. Emphasizing risk-adjusted returns and diversification, the fund allows exposure to high-quality as well as opportunistic fixed income sectors, including emerging markets. Managed by an experienced team, it leverages a blend of fundamental research and quantitative analysis to construct its portfolio. The fund offers monthly distributions and features a yield competitive with peers in its category. With a substantial asset base and a disciplined approach to risk, ALPS | Smith Total Return Bond Fund Class I serves as a core holding for institutional and sophisticated investors seeking consistent income and total return in the fixed income segment of their portfolios.