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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% -0.02% 777.15M 113696.4
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 11.00% -123.88M Upgrade

Basic Info

Investment Strategy
The Fund seeks to replicate as closely as possible the total return of the ICE Exchange Listed Fixed & Adjustable Rate Preferred Securities Index. The Underlying Index is designed to measure the performance of non-convertible preferred stock and securities that are functionally equivalent to preferred stock.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD
Peer Group Flexible Income Funds
Global Macro Bond HC
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Income Funds
Fund Owner Firm Name State Street Investment Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.54%
17.58%
6.38%
1.56%
-18.85%
8.91%
4.81%
2.41%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.80%
-2.56%
13.00%
6.90%
5.15%
-14.28%
3.02%
8.62%
6.46%
-5.20%
19.53%
7.38%
1.37%
-20.70%
9.42%
3.44%
2.54%
-3.95%
17.43%
8.88%
5.07%
-20.19%
6.87%
7.05%
2.74%
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6.34%
-13.80%
10.68%
9.45%
2.25%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.06%
Stock 27.55%
Bond 11.94%
Convertible 0.00%
Preferred 38.05%
Other 22.39%
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Basic Info

Investment Strategy
The Fund seeks to replicate as closely as possible the total return of the ICE Exchange Listed Fixed & Adjustable Rate Preferred Securities Index. The Underlying Index is designed to measure the performance of non-convertible preferred stock and securities that are functionally equivalent to preferred stock.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD
Peer Group Flexible Income Funds
Global Macro Bond HC
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Income Funds
Fund Owner Firm Name State Street Investment Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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