SMTH

ALPS Smith Core Plus Bond ETF

$26.12

+0.00%

Market closed. Last update: 11:55 AM ET

📎 Investment Objective

The ALPS Smith Core Plus Bond ETF (SMTH) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed-income securities.

Overview

ETF tracking ALPS Smith Core Plus Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2023-12-06

Market Cap $2.1B

Average Volume N/A

Dividend Yield 3.73%

52-Week Range $25.20 - $26.46

VWAP $26.14

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The ALPS Smith Core Plus Bond ETF (SMTH) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed-income securities.

🎯 Investment Strategy

The fund invests primarily in investment-grade bonds, including U.S. government, corporate, and mortgage-backed securities. The portfolio is actively managed, with the goal of generating competitive returns while maintaining a relatively low-risk profile.

✨ Key Features

Diversified fixed-income exposure across various bond sectors
Active management approach to security selection and portfolio positioning
Focus on investment-grade bonds to manage credit risk
Potential for current income and moderate capital appreciation

⚠️ Primary Risks

Interest rate risk: The fund's performance may be negatively impacted by rising interest rates
Credit risk: The fund is exposed to the risk of default or downgrade of the underlying bonds
Liquidity risk: Some bonds held by the fund may have limited trading volume or be difficult to sell
Reinvestment risk: When interest rates decline, the fund may have to reinvest coupon payments or proceeds from maturing bonds at lower yields

👤 Best For

The ALPS Smith Core Plus Bond ETF may be suitable for investors seeking a diversified fixed-income investment with a focus on investment-grade bonds and moderate risk. It can be used as a core component of a balanced portfolio or as a complement to other fixed-income holdings.