
ALPS/Smith Total Return Bond Investor (SMTRX)
SMTRX Price Chart
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SMTRX Fund Profile
Key details and information about ALPS/Smith Total Return Bond Investor (SMTRX).
Sector Focus
Financial Services
Industry
Asset Management - Bonds
Inception Date
29 Jun 2018
Country
US
Description
To achieve its investment objectives, this fund typically allocates a substantial portion—at least 80%—of its net assets (including any borrowed capital for investment purposes) to various types of bonds during normal market conditions. Its fixed-income portfolio is broad, encompassing instruments such as government notes and bonds, corporate debt, convertible securities, mortgage-backed instruments (both commercial and residential), and zero-coupon obligations. Additionally, the fund maintains the flexibility to invest in asset-backed securities, money market instruments, commercial loans, and international debt, including securities from emerging markets.
SMTRX Fund Performance
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