ALPS/Smith Total Return Bond Investor (SMTRX) Research
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.
Market snapshot
- Symbol
- SMTRX
- Price
- $9.66
- Day change
- +0.21%
- Market cap
- $3.6B
- 52-week range
- 9.53-9.91
- Sector
- Financial Services
- Industry
- Asset Management - Bonds
Peer companies
- iShares California Muni Bond ETF (CMF)
- Eagle Capital Select Equity ETF (EAGL)
- First Trust Smith Opportunistic Fixed Income ETF (FIXD)
- iShares iBonds Dec 2026 Term Corporate ETF (IBDR)
- iShares iBonds Dec 2027 Term Corporate ETF (IBDS)
- iShares iBonds Dec 2028 Term Corporate ETF (IBDT)
- Invesco National AMT-Free Municipal Bond ETF (PZA)
- ALPS Funds Smith Core Plus Bond ETF (SMTH)
Open ALPS/Smith Total Return Bond Investor (SMTRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.