ALPS/Smith Total Return Bond Fund (SMTRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SMTRX
SMTRX charges 0.99% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among SMTRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | SMTRX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | SMTRX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | SMTRX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | SMTRX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | SMTRX vs BCOIX |
Best Risk-Adjusted Alternatives to SMTRX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | SMTRX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | SMTRX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 93 | Jul 30, 2010 | SMTRX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | SMTRX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | 74 | Jun 29, 2018 | SMTRX vs MWIGX |
Top Performing SMTRX Alternatives (YTD)
SMTRX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | SMTRX vs NPCT | |
| Putnam Mortgage Securities Fund | 1.26% | Feb 8, 1984 | SMTRX vs PGSIX | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | SMTRX vs GUGAX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | SMTRX vs HOBIX | |
| Western Asset SMASh Series M Fund | 0.56% | Dec 27, 2006 | SMTRX vs LMSMX |
Lowest Volatility Alternatives to SMTRX
SMTRX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | SMTRX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | SMTRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | SMTRX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | SMTRX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | SMTRX vs TGRNX |
Lowest Drawdown Alternatives to SMTRX
SMTRX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | SMTRX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | SMTRX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | SMTRX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | SMTRX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | SMTRX vs MWIGX |
Other Mutual Funds from ALPS
Most popular ALPS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | Asia Pacific Equities | 1 | -16.28% | Feb 13, 2011 | SMTRX vs INDAX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 95 | 20.49% | Jun 28, 2010 | SMTRX vs JCRAX | |
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 74 | 0.07% | Aug 1, 2010 | SMTRX vs RLIIX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 1 | -15.29% | Dec 30, 2007 | SMTRX vs LPEFX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 63 | -0.59% | Sep 14, 2020 | SMTRX vs ALIBX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -15.59% | Oct 23, 2014 | SMTRX vs AVPEX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 97 | -0.08% | Jun 29, 2018 | SMTRX vs SMRSX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 48 | -1.22% | Sep 14, 2020 | SMTRX vs SMCVX |
Often Compared With SMTRX
What investors most often compare with SMTRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 52 | 0.31% | Jun 17, 1993 | SMTRX vs TGLMX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 73 | -0.09% | May 3, 1999 | SMTRX vs MDVAX |
Compare SMTRX with Any Fund or Stock
Compare SMTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.