Two suites of risk-based models that seek to capture the potential tax advantages of municipal bonds:
Key Facts
Objective
Seeks a distinct balance of risk and potential return. The more aggressive portfolios focus on long-term growth, while the more conservative portfolios emphasize current income and capital preservation. Each model portfolio seeks to pursue its goal and manage risk in a tax-sensitive manner by actively managing its allocations to ETFs offering exposure to a variety of asset classes.
Rebalance Frequency
12-20 times per year
Pick Your Portfolio
Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives. Find the one that’s right for you.
Current holdings can be found in the Target Allocations file under Quick Links.
Quick Links
Key Facts
Objective
Seeks to provide optimal capital efficiency over a long-term horizon. The more conservative model portfolios are designed to generate current income, with some consideration given to growth of capital. The more aggressive portfolios are predominantly focused on growth of capital. In all instances, the model portfolios are constructed, based on risk tolerance, to achieve market exposure across both equity and fixed income markets.
Evaluation Frequency
Annually
Pick Your Portfolio
Five strategic portfolios span the efficient frontier and can be used to target a variety of return and risk objectives. Find the one that’s right for you.
Current holdings can be found in the Target Allocations file under Quick Links.
Quick Linksa
Get in Touch
Contact the State Street Models Team for more information or call a State Street ETF representative at 866-787-2257.
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