ALPS | Smith Total Return Bond Fund

FINANCIAL INVESTORS TRUST · 4 share classes

Actively managed U.S. bond fund
One fund, 4 share classes:SMAMXSMCHXSMTHXSMTRX
$3.52B NAV
1,681 positions · as of 2026-04-30 · filed 2026-06-22

Fund classification

Classified from what the fund holds · as of 2026 Q2

ALPS | Smith Total Return Bond Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Investment grade
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2026 Q1

The Fund seeks to obtain maximum total return, consistent with preservation of capital.

Strategy · summarised

The fund invests at least 80% of assets in bonds selected through bottom-up analysis of yield, credit quality, liquidity, and capital appreciation potential, targeting a weighted average effective duration within 30% of the Bloomberg U.S. Aggregate Bond Index. High-yield bonds may comprise up to 35% of net assets, though expected to remain below 20% under normal conditions. Because security selection depends on the portfolio manager's assessment of individual opportunities rather than index constituents, fund holdings and returns may diverge from the benchmark.

Expenses
0.59% 1.59%across 4 share classes
Share classGrossNet
SMAMX1.00%0.89%
SMCHX1.76%1.59%
SMTHX0.74%0.59%
SMTRX0.97%0.89%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 131.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.01%
of net assets
Bonds77.74%
Securitized19.32%
Loans0.94%
Cash & short-term0.82%
Stocks0.17%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Government29.1%
Securitized19.5%
Other13.5%
Financials13.3%
12 smaller24.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 92 new55 exited

Largest new: Us Treasury N/b ×4, Amazon.com Inc, Nexstar Media Inc, Thermo Fisher Scientific, Salesforce Inc

Largest exited: Us Treasury N/b ×5, Tsy Infl Ix N/b ×2, Amgen Inc

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
-20.79%-50.62%-73.82%3.43%-50.62%
-8.49%-23.58%-45.77%3.46%-23.58%
+4.32%+12.70%+3.72%3.46%-5.61%
+3.93%+11.80%+2.31%3.45%-5.65%

These classes hold the same portfolio, so the 77.55pp spread over 5 years is the cost difference between them — roughly 15.51pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
4.97%
Avg maturity
12.66 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

16%
floating
Fixed rate83.9%
Floating rate16.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.9%
1-3y12.6%
3-5y16.3%
5-10y29.1%
10y+41.1%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
6.04 yr
approx. move per 100bp
Credit-spread duration
4.27 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -10.5%
of value
Interest rates59%
Credit spreads41%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+4.27
yrs total
Investment grade+3.94 yr
High yield+0.33 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate6.04 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.37 yr6%
5 yr1.34 yr22%
10 yr2.35 yr39%
30 yr1.97 yr33%
Credit spread4.27 yr total
3 mo30 yr
3 mo0.02 yr0%
1 yr0.26 yr6%
5 yr1.66 yr39%
10 yr1.74 yr41%
30 yr0.59 yr14%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.01+0.02+0.00$5.6k$881
1 yr+0.37+0.20+0.06$70.2k$20.6k
5 yr+1.34+1.46+0.21$512.0k$73.0k
10 yr+2.35+1.71+0.04$599.7k$13.6k
30 yr+1.97+0.57+0.02$199.5k$8.3k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Us Treasury N/b4.63% · due 2045-11-153.98%$139.95M
Us Treasury N/b4.75% · due 2055-08-153.27%$115.10M
Us Treasury N/b4.13% · due 2029-10-313.22%$113.22M
Us Treasury N/b4.63% · due 2055-11-153.17%$111.54M
Us Treasury N/b4.88% · due 2045-08-152.78%$97.73M
Us Treasury N/b4.25% · due 2030-01-312.60%$91.25M
Us Treasury N/b3.38% · due 2028-02-292.48%$87.06M
Us Treasury N/b4.13% · due 2036-02-152.24%$78.87M
Us Treasury N/b3.63% · due 2027-08-312.21%$77.57M
The Boeing Co7.01% · due 2064-05-010.92%$32.42M
Showing 10 of 1,681Sign in to see more

Top 10 positions are 26.86% of net assets, top 25 35.44%, across 169 issuers.

See more of this fund's book

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