ALPS/Smith Total Return Bond Fund (SMTRX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMTRX
SMTRX charges 0.99% annually. There are 117 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | SMTRX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | SMTRX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | SMTRX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | SMTRX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | SMTRX vs BCOIX |
Best Risk-Adjusted Alternatives to SMTRX
Among 129 mutual funds in the Intermediate Core-Plus Bond category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | SMTRX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 94 | — | Jul 2010 | SMTRX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 92 | — | Jul 2010 | SMTRX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | SMTRX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | SMTRX vs GUGAX |
Top Performing SMTRX Alternatives (YTD)
Among 129 mutual funds in the Intermediate Core-Plus Bond category with YTD return data, the top-performing alternatives shown here go as high as 2.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 2.68% | — | Jul 2015 | SMTRX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.64% | — | Feb 1984 | SMTRX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.47% | — | May 1999 | SMTRX vs MDVAX | |
| Nuveen Core Plus Impact Fund | 2.41% | — | Apr 2021 | SMTRX vs NPCT | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | SMTRX vs HOBIX |
Lowest Volatility Alternatives to SMTRX
SMTRX has 3.64% 1-year volatility. There are 25 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.12% | — | Jun 2017 | SMTRX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | SMTRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.96% | — | Jul 2010 | SMTRX vs LCTRX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | SMTRX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.02% | — | Jul 2010 | SMTRX vs LCTIX |
Lowest Drawdown Alternatives to SMTRX
Among 129 mutual funds in the Intermediate Core-Plus Bond category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | SMTRX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | SMTRX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | SMTRX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | SMTRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | SMTRX vs LCTIX |
Other Mutual Funds from ALPS
The 8 most viewed ALPS mutual funds shown here include INDAX, RLIIX, JCRAX and span 6 categories. AUM among these funds goes as high as $630M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | Asia Pacific Equities | 1 | -10.69% | 4.59M | Feb 2011 | SMTRX vs INDAX | |
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 70 | 7.49% | — | Aug 2010 | SMTRX vs RLIIX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 59 | 15.31% | 16.45M | Jun 2010 | SMTRX vs JCRAX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 75 | 8.39% | — | Sep 2020 | SMTRX vs ALIBX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 2 | -7.73% | 9.31M | Dec 2007 | SMTRX vs LPEFX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -9.29% | — | Oct 2014 | SMTRX vs AVPEX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 84 | 0.55% | 630.45M | Jun 2018 | SMTRX vs SMRSX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 40 | 1.08% | — | Sep 2020 | SMTRX vs SMCVX |
Often Compared With SMTRX
Investors most often compare SMTRX with TGRNX, LMSMX, TGLMX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SMTRX with Any Fund or Stock
Compare SMTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMTRX with funds that move differently
ALPS/Smith Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMTRX.
Explore SMTRX Diversifiers