ALPS Smith Core Plus Bond ETF Stock Price, News & Analysis

The ALPS Smith Core Plus Bond ETF (NYSE Arca: SMTH) is an actively managed fixed income Exchange-Traded Fund (ETF) launched through a partnership between SS&C ALPS Advisors and Smith Capital Investors. This collaboration aims to offer investors a product focused on achieving risk-adjusted returns while preserving capital.

The fund aims to invest at least 80% of its net assets in bonds, including government and corporate bonds, convertible bonds, mortgage-backed securities, and zero-coupon bonds. It targets a weighted average effective duration within 40% of the Bloomberg US Aggregate Bond Index, providing a dynamic approach to bond investing.

SS&C ALPS Advisors, a subsidiary of SS&C Technologies Holdings, Inc., manages the fund. As a leading provider of investment products with over $20 billion under management, the firm is renowned for its dedicated focus on sustainable income, thematic, and alternative growth strategies. Smith Capital Investors, based in Colorado, brings its expertise in income investing with a focus on risk-adjusted returns and capital preservation to the partnership.

The fund offers a blend of stability and opportunity in fixed income, adapting to various market conditions through defensive, neutral, or opportunistic portfolio positioning. This flexibility allows it to respond proactively to changes in the market, aiming for above-average total returns from both current income and capital appreciation.

Key individuals like Laton Spahr, Portfolio Manager and President of SS&C ALPS Advisors, and Gibson Smith, Founder and Chief Investment Officer of Smith Capital Investors, highlight the disciplined, consistent approach required for successful fixed income investing.

Investors should consider the fund's objectives, risks, charges, and expenses before investing. The fund is subject to market risks, including changes in interest rates and overall securities market conditions. For more detailed information, investors are encouraged to read the prospectus carefully.