SMTHALPS Smith Core Plus Bond ETF

Get income#520 of 1640 for Get income

Seeks above average total return from a combination of current income and capital appreciation.

ALPS · Since 2023 (2 years)

Annual Cost

0.59%

#2801 out of 5,332 ETFs

Fund Size

$2.6B

#565 out of 5,332 ETFs

Dividend Yield

4.43%

Track Record

2 years

#3411 out of 5,332 ETFs

Performance

1 Year

+4.2%

3 Years

N/A

5 Years

N/A

What's inside

Asset class

fixed income

Region

north america

Strategy

index tracking

Asset allocation

Bonds

95.9%

Cash

2.2%

Preferred

1.8%

Convertible

0.1%

Top holdings

Morgan Stanley Instl Lqudty Govt InstlMVRXX1.5%

Risk profile

Volatility (1Y)

3.9%

Moderate

Max drawdown

-4.1%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

4.9 years

Avg maturity

9.9 years

Credit ratings

US Government

37.4%

57.4%

7.9%

BBB

26.8%

6.6%

1.4%

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