INKMState Street Income Allocation ETF
Diversifier#63 of 228 for Diversifier
Seeks total return through investments in income and yield-generating assets.
State Street Investment Management · Since 2012 (14 years)
Annual Cost
0.50%
#2384 out of 5,332 ETFs
Fund Size
$69M
#3073 out of 5,332 ETFs
Dividend Yield
5.02%
Track Record
14 years
#1022 out of 5,332 ETFs
Performance
1 Year
+13.8%
3 Years
+9.6%
5 Years
+4.2%
What's inside
Asset class
Strategy
active selection
Asset allocation
Bonds
44.5%
Stocks
43.3%
Preferred
6.2%
Convertible
3.5%
Cash
2.5%
Other
0.1%
Sector breakdown
Utilities
14.3%
Industrials
14.2%
Energy
12.3%
Technology
11.3%
Real Estate
10.7%
Consumer Defensive
9.2%
Financial Services
8.4%
Healthcare
6.9%
Other
12.8%
Top holdings
State Street SPDR Portfolio L/T Trs ETFSPTL12.6%
State Street® SPDR® S&P® Glbl Infras ETFGII10.8%
State Street® US Equity Premium Inc ETFSPIN9.9%
State Street® SPDR® Blmbg Hi Yld Bd ETFJNK9.6%
State Street® SPDR® Blmbg EM USD Bd ETFEMHC9.0%
State Street SPDR Port S&P 500 HiDivETFSPYD7.9%
Schwab US Dividend Equity ETF™SCHD7.9%
State Street® Blackstone Senior Loan ETFSRLN6.1%
Stt Strt® SPDR® ICE Preferred Secs ETFPSK5.9%
State Street® SPDR® S&P® Intl Div ETFDWX5.0%
Risk profile
Volatility (1Y)
5.9%
Moderate
Max drawdown
-28.6%
Worst peak-to-trough loss
Sharpe (3Y)
0.80
Decent risk-adjusted returns
Sortino (3Y)
1.16
Good downside protection
Bond profile
Duration
5.0 years
Avg maturity
9.2 years
Credit ratings
US Government
27.7%
AAA
0.1%
AA
41.0%
A
6.7%
BBB
7.5%
BB
19.1%
B
20.6%
Below B
3.9%
Other
1.1%
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Data updated on 2026-05-05