About SMCHX
The ALPS | Smith Total Return Bond Fund is an actively managed mutual fund focused on delivering maximum total return while emphasizing the preservation of capital. Designed as a core portfolio holding, the fund predominantly invests at least 80% of its net assets in a broad range of bonds, including U.S. Treasury and government securities, corporate and convertible bonds, mortgage- and asset-backed securities, as well as selected commercial loans and foreign debt instruments, including exposure to emerging markets. The fund applies a bottom-up fundamental analysis approach, complemented by a macroeconomic overlay, aiming for risk-adjusted returns and enhanced portfolio diversification. With a moderate risk profile and an intermediate core-plus bond strategy, it seeks to reduce volatility and provide lower correlation to equities within a diversified investment portfolio. Notable for its disciplined investment process, competitive expense ratio, and monthly income distributions, the ALPS | Smith Total Return Bond Fund supports investors who value balanced growth and capital protection amid diverse economic conditions.
Fund Family ALPS
Category Intermediate Core-Plus Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SMCHX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR
SMCHX had a total return of 5.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.56%.
