INKMState Street Income Allocation ETF
Seeks total return through investments in income and yield-generating assets.
By State Street Investment Management · Launched 2012
Annual Cost
0.50%
#2,576 of 5,562 · average
Fund Size
$75M
#3,186 of 5,562 · mid-size
Return (1Y)Goal
+13.0%
Track Record
14 years
#1,010 of 5,562 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,140+11.4%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 100.4% of fund✓ diversified through underlying funds
State Street Global Advisors
15.9%
State Street SPDR Portfolio Long Term Treasury ETF
12.8%
Schwab US Dividend Equity ETF
11.8%
State Street SPDR Portfolio S&P 500 High Dividend ETF
11.7%
State Street US Equity Premium Income ETF
10.1%
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
9.0%
SPDR S&P Global Infrastructure ETF
9.0%
State Street SPDR Bloomberg High Yield Bond ETF
8.1%
State Street Blackstone Senior Loan ETF
6.1%
State Street SPDR ICE Preferred Securities ETF
5.9%
Asset allocation
Bonds
45.4%
Stocks
43.5%
Preferred
6.2%
Convertible
3.5%
Cash
1.2%
Other
0.1%
By sector
Industrials
14.5%
Technology
13.9%
Utilities
13.5%
Energy
11.0%
Real Estate
10.8%
Consumer Defensive
8.8%
Financial Services
8.0%
Healthcare
7.0%
Other
12.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.1%Low
Year-on-year price swings
Max drawdown
-28.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.14Good downside protection
Bond profile
Duration
5.2 years
Avg maturity
9.5 years
Credit ratings
US Government
23.0%
AAA
0.1%
AA
31.1%
A
8.1%
BBB
8.1%
BB
24.7%
B
23.5%
Below B
3.4%
Other
1.0%
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return through investments in income and yield-generating assets.
- Strategy
- Invests primarily in exchange-traded products across five asset classes: domestic/international equities, investment-grade/high yield debt, hybrid securities, senior loans, and REITs. Allocations adjust based on expected returns and risks, utilizing quantitative models and fundamental analysis.
- Inception date
- April 25, 2012
- Fund family
- State Street Investment Management
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Data updated on 2026-06-19