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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Smith Core Plus Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5.125%

5.16 188M
Government

United States Treasury Notes 3.375%

4.96 181M
Government

United States Treasury Notes 4.375%

4.72 172M
Government

United States Treasury Bonds 5%

4.20 153M
Government

United States Treasury Notes 4%

4.10 149M
Government

United States Treasury Notes 4.25%

3.58 130M
Government

United States Treasury Notes 4.125%

3.46 126M
Government

United States Treasury Bonds 5.125%

2.56 93M
Government

United States Treasury Bonds 5%

2.20 80M
Government

United States Treasury Notes 4.125%

1.26 46M
Government

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