SMTH – ALPS Smith Core Plus Bond ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks above average total return from a combination of current income and capital appreciation. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities (including investments in emerging markets).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMTH	ALPS Smith Core Plus Bond ETF	ETF	Open	—		Dec 5, 2023	$3.59B	0.590%	—	—	$1.60B

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