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%
#2,766 of 6,040 · average
Fund Size
$79M
#3,308 of 6,040 · mid-size
Return (1Y)
+7.4%
Track Record
14 years
#1,003 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,670+6.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 109.9% of funddiversified 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
Bonds
47.1%
Stocks
41.9%
Preferred
6.4%
Convertible
3.2%
Cash
1.3%
Other
0.1%
By sector
Industrials
14.9%
Technology
13.5%
Utilities
13.4%
Real Estate
11.4%
Energy
10.3%
Financial Services
8.6%
Consumer Defensive
7.9%
Healthcare
7.4%
Other
12.5%
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)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.11Good downside protection
Bond profile
Duration
4.9 years
Avg maturity
9.1 years
Credit ratings
US Government
30.5%
AAA
0.8%
AA
48.6%
A
6.3%
BBB
7.2%
BB
16.6%
B
17.5%
Below B
1.9%
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 2026-09-18