Alpssmith Total Return Fund Quote

SMTRX Fund  USD 9.59  0.04  0.42%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Alps/smith Total is trading at 9.59 as of the 4th of May 2025; that is 0.42 percent decrease since the beginning of the trading day. The fund's open price was 9.63. Alps/smith Total has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund pursues its investment objective by primarily investing, under normal circumstances, at least 80 percent of its net assets in bonds. AlpsSmith Total is traded on NASDAQ Exchange in the United States. More on Alpssmith Total Return

Moving together with Alps/smith Mutual Fund

  0.97MWTNX Metropolitan West TotalPairCorr
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  0.97PTTPX Pimco Total ReturnPairCorr
  0.98PTRRX Total ReturnPairCorr
  0.98PTRAX Total ReturnPairCorr
  0.98PTTRX Total ReturnPairCorr

Alps/smith Mutual Fund Highlights

Fund ConcentrationMid Term Bond Funds, Intermediate Core-Plus Bond, ALPS (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Alpssmith Total Return [SMTRX] is traded in USA and was established 4th of May 2025. The fund is listed under Intermediate Core-Plus Bond category and is part of ALPS family. This fund at this time has accumulated 2.16 B in assets with no minimum investment requirementsAlpssmith Total Return is currently producing year-to-date (YTD) return of 2.0% with the current yeild of 0.0%, while the total return for the last 3 years was 2.12%.
Check Alps/smith Total Probability Of Bankruptcy

Instrument Allocation

Alpssmith Total Return Risk Profiles

Alps/smith Total Against Markets

Other Information on Investing in Alps/smith Mutual Fund

Alps/smith Total financial ratios help investors to determine whether Alps/smith Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alps/smith with respect to the benefits of owning Alps/smith Total security.
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