SMTRX

About SMTRX

The ALPS | Smith Total Return Bond Fund Investor Shares is a mutual fund designed to achieve maximum total return while emphasizing the preservation of capital. Its primary function is to invest at least 80% of its net assets in a broad array of bonds, which include U.S. government notes and bonds, corporate bonds, mortgage-backed securities, convertible bonds, and asset-backed securities. The strategy also allows for investments in foreign and emerging market debt, as well as money market instruments. Noteworthy for its diversification across various fixed income sectors, the fund holds over 1,600 individual securities, providing significant exposure to government and corporate borrowers, and maintains a monthly dividend distribution schedule. With an investment mandate that focuses on risk-adjusted returns, capital preservation, and risk diversification, the fund typically sits in the intermediate core-plus bond category. Its risk level, management experience, and allocation strategy make it a relevant choice for investors seeking a blend of yield and stability within their fixed income portfolio. Since its inception in 2018, the ALPS | Smith Total Return Bond Fund has played a role as a versatile option for those aiming to access a diverse bond market while managing interest rate and credit risks.