SMTRX Mutual Fund
NAV$9.49
AUM$14M
TER0.89%
Holdings1,644
SMTRX Mutual Fund
NAV$9.49
ALPS/Smith Total Return Bond Fund Investor Share
AUM$14M
TER0.89%
Holdings1,644
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SMTRX Mutual Fund Performance
SMTRX performance across multiple time periods: 1-month 0.24%, YTD 0.80%, 1-year 3.56%, 3-year 4.35%, 5-year 0.37%.
SMTRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.
SMTRX performance comparison shows side-by-side returns with another fund. SMTRX alternatives are available in the Mutual Fund Screener.