ALPS Smith Core Plus Bond ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
ALPS Smith Core Plus Bond ETF SMTH
Morningstar’s Analysis SMTH
Will SMTH outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 3.375% | 5.36 | 152M | Government |
United States Treasury Notes 4.125% | 4.17 | 118M | Government |
United States Treasury Notes 4.25% | 4.12 | 117M | Government |
United States Treasury Notes 4.375% | 4.00 | 113M | Government |
United States Treasury Bonds 4.625% | 3.80 | 108M | Government |
United States Treasury Bonds 4.625% | 3.37 | 95M | Government |
United States Treasury Bonds 4.75% | 2.46 | 70M | Government |
United States Treasury Bonds 4.875% | 2.45 | 69M | Government |
Morgan Stanley Instl Lqudty Govt Instl | 2.26 | 64M | Cash and Equivalents |
United States Treasury Bonds 4.75% | 2.01 | 57M | Government |
United States