State Street Strategic Asset Allocation ETF Portfolios

Key Facts

  • Diversified, global asset allocation
  • Consistent long-term approach with lower turnover and portfolio efficiency
  • Incorporates State Street Global Advisors' expert long-term capital markets forecasts

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

Explore the Portfolios

Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives.

Click through each portfolio to take a closer look.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for the holdings in Excel.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for the holdings in Excel.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for the holdings in Excel.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for the holdings in Excel.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for the holdings in Excel.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for the holdings in Excel.


Get More Information


Get in Touch


Visit the Blog


Read More