SMTRX Alternatives & Similar Mutual Funds

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 115 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	SMTRX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	SMTRX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	SMTRX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	SMTRX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	SMTRX vs BCOIX

Best Risk-Adjusted Alternatives to SMTRX

Among 127 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
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	SMTRX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	SMTRX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	SMTRX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	SMTRX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	SMTRX vs GUGAX

Top Performing SMTRX Alternatives (YTD)

Among 127 mutual funds in the Intermediate Core-Plus Bond category with YTD return data, the top-performing alternatives shown here go as high as 2.89%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	SMTRX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	SMTRX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	SMTRX vs HOBIX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	SMTRX vs AAIIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.21%	—	Sep 2007	SMTRX vs SEATX

Lowest Volatility Alternatives to SMTRX

SMTRX has 1.90% 1-year volatility. There are 2 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	SMTRX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	SMTRX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	SMTRX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	SMTRX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.01%	—	Jul 2016	SMTRX vs HOBIX

Lowest Drawdown Alternatives to SMTRX

Among 127 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	SMTRX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	SMTRX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	SMTRX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	SMTRX vs LCTRX
LCTIX	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
INDAX	ALPS/Kotak India ESG Fund	Asia Pacific Equities	0	-14.39%	4.59M	Feb 2011	SMTRX vs INDAX
RLIIX	RiverFront Asset Allocation Growth & Income	Diversified Portfolio	72	8.23%	—	Aug 2010	SMTRX vs RLIIX
JCRAX	ALPS/CoreCommodity Management CompleteCommoditiesS...	Commodities	92	24.94%	16.45M	Jun 2010	SMTRX vs JCRAX
LPEFX	ALPS/Red Rocks Global Opportunity Fund	Global Equities	2	-6.33%	9.31M	Dec 2007	SMTRX vs LPEFX
ALIBX	ALPS/Smith Balanced Opportunity Fund	Diversified Portfolio	67	7.75%	—	Sep 2020	SMTRX vs ALIBX
AVPEX	ALPS/Red Rocks Global Opportunity Portfolio	Global Equities	1	-7.84%	—	Oct 2014	SMTRX vs AVPEX
SMRSX	ALPS/Smith Short Duration Bond Fund	Short-Term Bond	87	0.65%	630.45M	Jun 2018	SMTRX vs SMRSX
SMCVX	ALPS/Smith Credit Opportunities Fund	Multisector Bonds	45	1.08%	—	Sep 2020	SMTRX vs SMCVX

Often Compared With SMTRX

Investors most often compare SMTRX with LMSMX, NPCT, TGRNX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	43	1.11%	—	Dec 2006	SMTRX vs LMSMX
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	4	2.11%	—	Apr 2021	SMTRX vs NPCT
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	36	0.68%	—	Nov 2018	SMTRX vs TGRNX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	37	0.46%	—	Jun 2018	SMTRX vs MWIGX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	38	1.25%	—	Jun 1993	SMTRX vs TGLMX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	47	0.86%	—	Apr 2016	SMTRX vs BILDX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	27	1.96%	—	Jul 2015	SMTRX vs TNUIX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	20	0.16%	—	Dec 2007	SMTRX vs BCPIX
PDBAX	PGIM Total Return Bond Fund	Intermediate Core-Plus Bond	24	0.53%	—	Jan 1995	SMTRX vs PDBAX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	7	-0.70%	—	Mar 2016	SMTRX vs ANBAX
DSBFX	Domini Impact Bond Fund	Intermediate Core-Plus Bond	21	0.63%	—	Jun 2000	SMTRX vs DSBFX
FTRFX	Federated Hermes Total Return Bond Fund	Intermediate Core-Plus Bond	23	-0.08%	—	Oct 1996	SMTRX vs FTRFX
HIABX	Hartford Total Return Bond HLS Fund	Intermediate Core-Plus Bond	28	0.42%	—	Aug 1977	SMTRX vs HIABX
JANFX	Janus Henderson Flexible Bond Fund	Intermediate Core-Plus Bond	24	0.29%	—	Jul 1987	SMTRX vs JANFX
LPCIX	MetLife Core Plus Fund	Intermediate Core-Plus Bond	27	0.47%	—	Dec 2014	SMTRX vs LPCIX
LSIGX	Loomis Sayles Investment Grade Fixed Income Fund	Intermediate Core-Plus Bond	29	0.09%	—	Jul 1994	SMTRX vs LSIGX
NEFRX	Loomis Sayles Core Plus Bond Fund	Intermediate Core-Plus Bond	31	0.31%	—	Nov 1973	SMTRX vs NEFRX
NISYX	American Beacon NIS Core Plus Bond Fund	Intermediate Core-Plus Bond	26	0.52%	—	Sep 2020	SMTRX vs NISYX
SCSBX	DWS Total Return Bond Fund	Intermediate Core-Plus Bond	21	-0.10%	—	Apr 1928	SMTRX vs SCSBX
SNIDX	AllianceBernstein Intermediate Duration Portfolio	Intermediate Core-Plus Bond	17	-0.01%	—	Jan 1989	SMTRX vs SNIDX

Compare SMTRX with Any Fund or Stock

Compare SMTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

ALPS/Smith Total Return Bond Fund (SMTRX) Alternatives