INKM

SPDR SSGA Income Allocation ETF
*Unless otherwise stated, data provided by FactSet.

INKM Fund Description

INKM is an actively-managed, income-focused ETF of domestic and international ETFs with exposure to equities, investment-grade and high-yield debt, preferred stocks and REITs.

INKM Factset Analytics Insight

INKM offers diverse exposure to income-generating securities across asset classes and geographic boundaries. These include equities, investment-grade debt, junk bonds, preferreds, convertibles, REITs and TIPS. The actively-managed fund get this broad exposure using a proprietary quantitative models as well the fund adviser’s fundamental views on qualitative factors to allocate exposure to these asset classes via ETFs. As one might expect, State Street ETFs dominate the portfolio, but the giant issuer's roster is deep enough that this bias shouldn't be a fundamental detraction. Indeed, the fund's diverse holdings include locally denominated emerging-market debts, international-sector equities, and Treasury ETFs according to State Street.

INKM MSCI ESG Analytics Insight

SPDR SSGA Income Allocation ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.29 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR SSGA Income Allocation ETF ranks in the 34th percentile within its peer group and in the 20th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 05/03/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
INKM 2.12% 5.47% 5.13% 24.75% 7.23% 6.99% --
INKM (NAV) 1.90% 4.87% 5.71% 27.89% 7.53% 7.07% --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

INKM Summary Data

SPDR
04/25/12
Open-Ended Fund
0.50%
$121.67M
0.10%

INKM Portfolio Data

3.78%
N/A

INKM Index Data

No Underlying Index
Proprietary
Proprietary
N/A

INKM Fund Structure

No
Yes
100% / 0%
N/A
N/A
Low
N/A
N/A

INKM Tax Exposures

20.00% / 39.60%
--
No
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

INKM Factset Analytics Block Liquidity

As of 05/04/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of INKM. INKM is rated a N/A out of 5.

INKM Tradability

43,748
$1.52M
6,711
$232.38K
0.10%
$0.04
-0.02%
0.13% / -0.19%
None
100.00%
10,000
0.67
0.01%
--
0
$35.50
N/A

INKM MSCI ESG Ratings

5.29 / 10
20.00
34.37
6.85%
3.17%
396.95