SMDSX – ALPS/Smith Short Duration Bond I Investment Strategy | Morningstar

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Strategy

The investment seeks as high a level of current income as is consistent with preservation of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in short- and intermediate-term fixed-income securities including government securities, corporate bonds or notes and agency securities. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities.

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
SMRSX	ALPS/Smith Short Duration Bond Fund Investor Shares	No Load	Open			Jun 29, 2018	$19.95M	0.790%	High	$2,500	−$2.61M
SMDSX	ALPS/Smith Short Duration Bond Fund Class I	Institutional	Open			Jun 29, 2018	$593.79M	0.490%	Above Average	$100,000	$5.43M
SMASX	ALPS/Smith Short Duration Bond Fund Class A	Front Load	Open			Jun 29, 2018	$5.87M	0.790%	High	$2,500	−$570,019.23
SMCMX	ALPS/Smith Short Duration Bond Fund Class C	Level Load	Open			Jun 29, 2018	$1.47M	1.490%	Above Average	$2,500	−$847,920.14

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