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Nasdaq - Delayed Quote USD

ALPS/Smith Short Duration Bond C (SMCMX)

10.20
0.00
(0.00%)
At close: 8:02:13 PM EDT
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  • Previous Close 10.20
  • YTD Return 1.41%
  • Expense Ratio 1.49%
  • Category Short-Term Bond
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 630.45M
  • Beta (5Y Monthly) 0.23
  • Yield 3.35%
  • 5y Average Return --
  • Holdings Turnover 157.00%
  • Last Dividend 0.08
  • Inception Date Jun 29, 2018

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in short- and intermediate-term fixed-income securities including government securities, corporate bonds or notes and agency securities. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities.

ALPS

Fund Family

Short-Term Bond

Fund Category

630.45M

Net Assets

2018-06-29

Inception Date

Performance Overview: SMCMX

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Trailing returns as of 4/14/2025. Category is Short-Term Bond.

YTD Return

SMCMX
1.41%
Category
0.44%
 

1-Year Return

SMCMX
4.66%
Category
2.65%
 

3-Year Return

SMCMX
2.60%
Category
3.38%
 

5-Year Return

SMCMX
2.09%
Category
2.40%
 

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