State Street® Income Allocation ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
State Street® Income Allocation ETF INKM
Morningstar’s Analysis INKM
Will INKM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the INKM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of INKM’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 89.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street® SPDR® Blmbg Hi Yld Bd ETF | 12.88 | 9M | — |
State Street SPDR Portfolio L/T Trs ETF | 11.98 | 9M | — |
State Street® SPDR® S&P® Glbl Infras ETF | 11.07 | 8M | — |
State Street® US Equity Premium Inc ETF | 9.74 | 7M | — |
State Street SPDR Port S&P 500 HiDivETF | 9.22 | 7M | — |
Schwab US Dividend Equity ETF™ | 9.03 | 7M | — |
State Street® SPDR® Blmbg EM USD Bd ETF | 8.87 | 6M | — |
Stt Strt® SPDR® ICE Preferred Secs ETF | 5.98 | 4M | — |
State Street® Blackstone Senior Loan ETF | 5.86 | 4M | — |
State Street® SPDR® Blmbg EmMktsLclBdETF | 4.92 | 4M | — |
United States