SPDR® SSgA Income Allocation ETF (INKM)
30.38
+0.13
(+0.44%)
USD |
NYSEARCA |
Apr 22, 16:00
30.23
-0.15
(-0.48%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.50% | -0.02% | 70.79M | 6099.87 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 4.68% | 89.00% | -4.577M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The Adviser primarily invests the assets of the fund among ETPs that provide exposure to five primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment-grade and high yield debt securities; (iii) hybrid equity/debt securities; (iv) first lien senior secured floating rate bank loans, commonly referred to as "Senior Loans"; and (v) REITs, including equity REITs and mortgage REITs. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Value |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderate Allocation |
| Category Index | Morningstar Mod Tgt Risk TR USD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Income |
| Fund Owner Firm Name | SPDR State Street Global Advisors |
| Prospectus Benchmark Index | |
| MSCI World NR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Jeremiah Holly | 11.94 yrs |
| Michael Martel | 9.45 yrs |
Performance Versus Category
As of April 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 22, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The Adviser primarily invests the assets of the fund among ETPs that provide exposure to five primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment-grade and high yield debt securities; (iii) hybrid equity/debt securities; (iv) first lien senior secured floating rate bank loans, commonly referred to as "Senior Loans"; and (v) REITs, including equity REITs and mortgage REITs. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Value |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderate Allocation |
| Category Index | Morningstar Mod Tgt Risk TR USD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Income |
| Fund Owner Firm Name | SPDR State Street Global Advisors |
| Prospectus Benchmark Index | |
| MSCI World NR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Jeremiah Holly | 11.94 yrs |
| Michael Martel | 9.45 yrs |