Mutual Funds

ALPS Smith Funds

Exchange Hours Website
9:30 - 15:59 ET www.alpsfunds.com/products?fundType=Mutual%20Fund


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
ALPS/SMITH SHORT DUR BOND FUND INV CLASS SMRSX USD 1 USD 1 Bond No Load INVESTOR CLASS No
ALPS/SMITH SHORT DUR BOND FUND CLASS I SMDSX USD 1 USD 0 Bond No Load CLASS I Yes
ALPS/SMITH TOTAL RTN BOND FUND CLASS I SMTHX USD 100,000 USD 0 Bond No Load CLASS I Yes
ALPS/SMITH TOTAL RTN BOND FUND INV CLASS SMTRX USD 1 USD 1 Bond No Load INVESTOR CLASS No
ALPS/SMITH CREDIT OPPORT FUND INV CL SMCVX USD 1 USD 1 Bond No Load INVESTOR CLASS No
ALPS/SMITH CREDIT OPPORT FUND CLASS I SMCRX USD 100,000 USD 0 Bond No Load CLASS I Yes
ALPS/SMITH BALANCED OPPORT FUND INV CL ALIBX USD 1 USD 1 Bond No Load INVESTOR CLASS No
ALPS/SMITH BALANCED OPPORT FUND CL I ALPBX USD 100,000 USD 0 Bond No Load CLASS I Yes

Notes:

  1. Advisor minimums may be lower.