INKMState Street Income Allocation ETF
Seeks total return by focusing on investments in income and yield-generating assets.
By State Street Investment Management · Launched 2012
Annual Cost
0.50%
#2,667 of 5,861 · average
Fund Size
$72M
#3,300 of 5,861 · mid-size
Return (1Y)Goal
+11.4%
Track Record
14 years
#991 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,904+9.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 109.9% of fund✓ diversified through underlying funds
State Street Global Advisors
30.3%
State Street SPDR Portfolio Long Term Treasury ETF
12.6%
State Street SPDR S&P Global Infrastructure ETF
10.8%
State Street US Equity Premium Income ETF
9.9%
State Street SPDR Bloomberg High Yield Bond ETF
9.6%
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
9.0%
State Street SPDR Portfolio S&P 500 High Dividend ETF
7.9%
Schwab US Dividend Equity ETF
7.9%
State Street Blackstone Senior Loan ETF
6.1%
State Street SPDR ICE Preferred Securities ETF
5.9%
Asset allocation
Stocks
44.8%
Bonds
44.6%
Preferred
6.3%
Convertible
3.5%
Cash
0.7%
Other
0.1%
By sector
Industrials
14.3%
Real Estate
14.1%
Utilities
13.5%
Technology
11.8%
Energy
10.4%
Consumer Defensive
8.7%
Financial Services
8.2%
Healthcare
7.3%
Other
11.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.0%Low
Year-on-year price swings
Max drawdown
-28.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
0.98Moderate downside risk
Bond profile
Duration
5.3 years
Avg maturity
9.5 years
Credit ratings
US Government
24.9%
AAA
0.1%
AA
35.9%
A
4.3%
BBB
5.4%
BB
25.5%
B
24.6%
Below B
3.3%
Other
1.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return by focusing on investments in income and yield-generating assets.
- Strategy
- Primarily invests in ETPs across domestic and international equity securities, investment-grade and high yield debt, hybrid securities, Senior Loans, and REITs. Allocations will change over time based on the Adviser's expectations of each asset class.
- Inception date
- April 25, 2012
- Fund family
- State Street Investment Management
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Data updated on 2026-08-04