Morningstar

ALPS Smith Core Plus Bond ETF SMTH

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis SMTH

Will SMTH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMTH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMTH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SMTH’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit ALPS Smith Core Plus Bond ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMTH

More SMTH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.75%

4.37 41.6 Mil
Government

United States Treasury Notes 5%

3.87 36.9 Mil
Government

United States Treasury Notes 4.875%

3.63 34.7 Mil
Government

United States Treasury Bonds 4.5%

3.55 33.9 Mil
Government

United States Treasury Notes 4.625%

3.50 33.3 Mil
Government

United States Treasury Bonds 4.75%

3.07 29.2 Mil
Government

United States Treasury Notes 4.375%

2.78 26.5 Mil
Government

Morgan Stanley Instl Lqudty Govt Instl

2.73 26.1 Mil
Cash and Equivalents

United States Treasury Bonds 4.625%

2.72 25.9 Mil
Government

United States Treasury Bonds 4.25%

2.58 24.6 Mil
Government

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