Alpssmith Short Duration Fund Quote

SMRSX Fund  USD 10.19  0.04  0.39%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Alpssmith Short is trading at 10.19 as of the 22nd of November 2024; that is 0.39 percent decrease since the beginning of the trading day. The fund's open price was 10.23. Alpssmith Short has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Alpssmith Short Duration are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets 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.. More on Alpssmith Short Duration

Alpssmith Mutual Fund Highlights

Fund ConcentrationALPS Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, ALPS (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Alpssmith Short Duration [SMRSX] is traded in USA and was established 22nd of November 2024. Alpssmith Short is listed under ALPS category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of ALPS family. This fund at this time has accumulated 726.78 M in assets with no minimum investment requirementsAlpssmith Short Duration is currently producing year-to-date (YTD) return of 4.01% with the current yeild of 0.0%, while the total return for the last 3 years was 1.85%.
Check Alpssmith Short Probability Of Bankruptcy

Instrument Allocation

Alpssmith Short Duration Risk Profiles

Alpssmith Short Against Markets

Other Information on Investing in Alpssmith Mutual Fund

Alpssmith Short financial ratios help investors to determine whether Alpssmith Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alpssmith with respect to the benefits of owning Alpssmith Short security.
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