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 uses other ETFs to get this broad exposure. 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 has found decent traction with investors. Asset levels are sufficient to ward off fund closure risk and trading is manageable, if not cheap. The fund's use of ETFs makes its basket easy for market makers to hedge, which should hold costs down for larger investors trading in blocks. INKM's fee is on par with peer funds.

INKM Charts And Performance

  • 1 Month
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  • 1 Year
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PERFORMANCE [as of 09/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
INKM 1.66% 1.72% 11.61% 6.93% 6.24% 4.38% --
INKM (NAV) 1.66% 1.06% 11.60% 7.01% 6.18% 4.34% --
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%
$122.43M
0.11%

INKM Portfolio Data

3.28%
09/24/19

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 09/19/19
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 1 out of 5.

INKM Tradability

29,482
$985.48K
7,134
$237.98K
0.11%
$0.04
0.00%
0.65% / -0.22%
None
0.00%
10,000
0.71
0.03%
0.62%
0
$33.92
1