ALPS/Smith Total Return Bond Investor (SMTRX)
ALPS/Smith Total Return Bond Investor operates in the Asset Management - Bonds industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $9.23, up 0.11% on the session, giving a market capitalisation of $3.44B. Its beta of 0.96 implies it has historically moved less than the broad market.
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.
ALPS/Smith Total Return Bond Investor is most often compared with the following Financial Services names: