ALPS/Smith Short Duration Bond Investor
SMRSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- Denver, CO 80203 Denver CO United States of America 80203
- IPO Date
- Aug 15, 2018
- CIK
- 0000915802
- Website
- alpsfunds.com
- Similar Companies
- Business
- ALPS/Smith Short Duration Bond Investor (SMRSX) is a mutual fund offered by ALPS Fund Services, Inc., focusing on fixed income securities with short durations to provide current income and capital preservation. The fund invests primarily in investment-grade debt obligations, including U.S. government securities, corporate bonds, mortgage-backed securities, and asset-backed securities; it employs active management strategies to select bonds with maturities typically under five years, aiming to minimize interest rate risk while generating yield. ALPS Fund Services, Inc., headquartered in Denver, Colorado, and established in 2001 as part of the ALPS Distributors, Inc. network under SS&C Technologies Holdings, Inc., operates globally with a focus on U.S. institutional and retail investors in the asset management industry. In recent developments, the fund has benefited from strategic enhancements by Smith Asset Management Group, including portfolio optimizations in 2024 to adapt to rising interest rates through increased allocations to floating-rate notes and high-quality corporate paper; additionally, ALPS announced expanded distribution partnerships in late 2025 with major platforms like Schwab and Fidelity to broaden retail access. The fund targets conservative fixed income investors seeking low volatility, with geographic operations centered in the United States but including global issuers in its eligible securities universe.