INKM

State Street Income Allocation ETF

$33.17
+0.00%
Market closed. Last update: 12:32 PM ET

📎 Investment Objective

The SPDR SSgA Income Allocation ETF seeks to provide current income and capital appreciation by investing in a diversified portfolio of income-producing assets.

Overview

ETF tracking State Street Income Allocation ETF

Category Multi-Asset
Issuer Other
Inception Date 2012-04-26
Market Cap $73.0M
Average Volume N/A
Dividend Yield 4.93%
52-Week Range $30.13 - $33.54
VWAP $33.19

Performance

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Investment Summary

📎 Investment Objective

The SPDR SSgA Income Allocation ETF seeks to provide current income and capital appreciation by investing in a diversified portfolio of income-producing assets.

🎯 Investment Strategy

The ETF invests in a mix of fixed income securities, equities, and other asset classes to generate a steady stream of income while also aiming for capital growth. The fund's asset allocation is actively managed to adapt to changing market conditions.

✨ Key Features

  • Diversified multi-asset portfolio focused on income generation
  • Active management approach to asset allocation
  • Exposure to a range of income-producing securities
  • Aims to provide both current income and capital appreciation

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Interest rate risk: Changes in interest rates may impact the value of fixed income securities
  • Credit risk: The fund is exposed to the creditworthiness of its bond holdings
  • Allocation risk: The fund's performance depends on the success of its asset allocation strategy

👤 Best For

This ETF may be suitable for investors seeking a diversified source of income and moderate capital growth, with a medium to long-term investment horizon. It may be particularly appealing to retirees or those in the decumulation phase of their investment lifecycle.