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Morningstar

SPDR® SSgA Income Allocation ETF INKM

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 30.45  /  +0.16 %
  • Total Assets 71.2 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level —
  • Share Class Type —
  • Category Moderate Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 4.55%
  • Turnover 89%

USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 1:01 AM GMT+0

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 81.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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