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ALPS/Smith Short Duration Bond I SMDSX Fund Analysis

| Quantitative rating as of | See ALPS Investment Hub

Morningstar’s Analysis SMDSX

Will SMDSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in ALPS/Smith Short Duration Bond I's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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