Rethinking Asset Allocation Through an Income Lens
Many investors may think they are allocating assets tactically, but the old 60% in global equities and 40% in bonds…
INKM
SPDR SSGA Income Allocation ETF
$33.60 +$0.01
(+0.03%)
As of 4:10:00 PM EDT | 10/14/19 | Market Closed
INKM Trading Data
Open
$33.56
Low Price
$33.53
High Price
$33.63
Previous Last Price
$33.59
Bid Size
$30.24 X 500
Ask Size
$0 X 0
INKM Portfolio Data
AUM
$126,894,600
Shares
3,780
PE Ratio
17.16
Price / Book Ratio
1.5
Expense Ratio
0.5
Net Asset Value
$33.57
Volume
Volume
7,108
Avg. Volume (YDT)
17,063
Dollar Volume
$37,473
Weekly Avg. Volume
6,702
Monthly Avg. Volume
21,335
Quarterly Avg. Volume
26,874
INKM Fund Description
The SPDR SSGA Income Allocation ETF seeks to provide total return by focusing on investment in income and yield-generating assets. The Fund invests in exchange traded funds registered under the Investment Company Act of 1940, as amended, that seek to track the performance of a market index; exchange traded commodity trusts; and exchange traded notes. The Portfolio may invest in certain ETPs that pay fees to the Adviser and its affiliates for management, marketing or other services.
INKM Chart
INKM Summary
Fund Family
State Street Global Advisors
Tracks This Index
SPDR SSGA Income Allocation ETF
Inception Date
2012-04-26
Asset Class
Portfolio-Multi Asset
Asset Class Size
Income
INKM Classification
Region (General)
Global
Region (Specific)
Sector
Equity Index
Leveraged Family
INKM Holdings
Top 10 Holdings
SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
13.17%
SPDR Bloomberg Barclays High Yield Bond ETF (JNK)
12.02%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF (EBND)
10.15%
SPDR Portfolio Long Term Treasury ETF (SPTL)
9.94%
SPDR Blackstone / GSO Senior Loan ETF (SRLN)
9.89%
Invesco KBW Premium Yield Equity REIT ETF (KBWY)
8.23%
SPDR S&P Global Infrastructure ETF (GII)
5.17%
SPDR Wells Fargo Preferred Stock ETF (PSK)
5.1%
SPDR Portfolio Long Term Corporate Bond ETF (SPLB)
4.97%
iShares Mortgage Real Estate ETF (REM)
4.92%
Total INKM Holdings
Total Holdings: 17
SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
13.17%
SPDR Bloomberg Barclays High Yield Bond ETF (JNK)
12.02%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF (EBND)
10.15%
SPDR Portfolio Long Term Treasury ETF (SPTL)
9.94%
SPDR Blackstone / GSO Senior Loan ETF (SRLN)
9.89%
Invesco KBW Premium Yield Equity REIT ETF (KBWY)
8.23%
SPDR S&P Global Infrastructure ETF (GII)
5.17%
SPDR Wells Fargo Preferred Stock ETF (PSK)
5.1%
SPDR Portfolio Long Term Corporate Bond ETF (SPLB)
4.97%
iShares Mortgage Real Estate ETF (REM)
4.92%
SPDR Bloomberg Barclays Convertible Securities ETF (CWB)
4.87%
SPDR Portfolio TIPS ETF (SPIP)
3.46%
SPDR Portfolio Europe ETF (SPEU)
3.02%
State Street Instl Us Governme Open-End (85749270)
2.06%
SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)
2%
SPDR S&P International Dividend ETF (DWX)
1.02%
SPDR SSGA Income Allocation ETF (INKM)
0%
INKM Technicals
Alpha
-0.98
Beta
0.44
Leverage
Long
Standard Deviation
0.73
INKM Dividends
Dividend Date
2019-09-24
Latest Dividend
0.323
Annual Dividend
1.64
Annual Dividend Rate
1.64
Annual Dividend Yield
4.89
INKM Performance
YTD Return
9.78%
1 Year Return
5.84%
3 Year Return
8.32%
5 Year Return
7.04%
10 Year Return
11.45%
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