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.

PERFORMANCE [as of 10/04/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
INKM -4.08% -5.13% -15.23% -13.90% -0.68% 1.65% 3.30%
INKM (NAV) -4.05% -5.06% -15.19% -13.95% -0.68% 1.61% 3.30%
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%
$78.67M
0.10%

INKM Portfolio Data

4.82%
09/20/22

INKM Index Data

No Underlying Index
Proprietary
Proprietary
N/A

INKM Fund Structure

No
Yes
-- / --
N/A
N/A
Low
N/A
N/A

INKM Tax Exposures

20.00% / 39.60%
--
No

INKM Factset Analytics Block Liquidity

As of 10/05/22
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

20,629
$625.04K
7,943
$251.59K
0.10%
$0.03
-0.01%
0.56% / -0.14%
None
100.00%
10,000
0.79
0.03%
0.68%
0
$29.11
N/A