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SPDR® SSgA Income Allocation ETF INKM

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis INKM

Will INKM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INKM’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

SPDR ® SSgA Income Allocation ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INKM

More INKM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

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—

Schwab US Dividend Equity ETF™

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—

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—

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—

SPDR Blackstone Senior Loan ETF

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—

SPDR® Bloomberg EM USD Bd ETF

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—

SPDR® ICE Preferred Securities ETF

5.95 4.3 Mil
—

SPDR® Blmbg Em Mkts Lcl Bd ETF

5.94 4.2 Mil
—