ALPS Smith Core Plus Bond ETF - SMTH STOCK NEWS

Q: Who manages the ALPS Smith Core Plus Bond ETF?

The fund is managed by SS&amp;C ALPS Advisors, with Smith Capital Investors serving as the investment sub-adviser.

Welcome to our dedicated page for ALPS Smith Core Plus Bond ETF news (Ticker: SMTH), a resource for investors and traders seeking the latest updates and insights on ALPS Smith Core Plus Bond ETF stock.

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.

12/06/2023 09:30 AM

News

SS&C ALPS Advisors Adds Fixed Income ETF to the Lineup

Rhea-AI Summary

SS&C ALPS Advisors, a subsidiary of SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), has partnered with Smith Capital Investors to launch the ALPS | Smith Core Plus Bond ETF (NYSE Arca: SMTH), an active, fixed income ETF. The new ETF offers an actively managed, dynamic approach where stability meets opportunity in the world of fixed income. The Fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets in bonds, including government notes and bonds, corporate bonds, mortgage-backed securities, and zero-coupon bonds. The Fund will target a weighted average effective duration +/- 40% of the current effective duration of the Bloomberg US Aggregate Bond Index. The ALPS | Smith Core Plus Bond ETF seeks above average total return from a combination of current income and capital appreciation.

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FAQ

What is the current stock price of ALPS Smith Core Plus Bond ETF (SMTH)?

The current stock price of ALPS Smith Core Plus Bond ETF (SMTH) is $26 as of February 28, 2025.

What is the ALPS Smith Core Plus Bond ETF?

The ALPS Smith Core Plus Bond ETF (NYSE Arca: SMTH) is an actively managed fixed income ETF focused on risk-adjusted returns and capital preservation.

Who manages the ALPS Smith Core Plus Bond ETF?

The fund is managed by SS&C ALPS Advisors, with Smith Capital Investors serving as the investment sub-adviser.

What types of bonds does the fund invest in?

The fund invests in various bonds including government and corporate bonds, convertible bonds, mortgage-backed securities, and zero-coupon bonds.

What is the investment objective of the fund?

The fund seeks to achieve above-average total returns from a combination of current income and capital appreciation.

What is the duration target of the fund?

The fund targets a weighted average effective duration within +/- 40% of the Bloomberg US Aggregate Bond Index.

Why is the fund described as 'actively managed'?

The fund is actively managed, meaning its portfolio adjustments are made by professional managers based on market conditions to achieve the fund's investment objectives.

What is the role of Smith Capital Investors in the fund?

Smith Capital Investors provides the investment expertise, focusing on income investing with an emphasis on risk-adjusted returns and capital preservation.

Who are some key individuals involved with the fund?

Key individuals include Laton Spahr, Portfolio Manager and President of SS&C ALPS Advisors, and Gibson Smith, Founder and Chief Investment Officer of Smith Capital Investors.

What are some risks associated with investing in the fund?

Risks include the potential for loss of money, changes in interest rates, and overall securities market conditions which can affect the value of the fund's investments.