State Street Income Allocation ETF Portfolios

Key Facts

  • Seeks to provide attractive income and favorable risk-adjusted returns primarily using ETFs
  • Offers a diversified mix of income investments that includes dividend-paying equities, investment grade fixed income, high yield bonds, bank loans, convertible bonds, preferred equities and REITS, including mortgage REITs
  • Employs a strategic asset allocation approach that evaluates target allocations and holdings on an annual basis

Objective

Seeks to generate a high level of income while diversifying to achieve favorable risk-adjusted returns. This diversification makes the portfolio appropriate to serve as a core income holding. The portfolio maintains its target allocation over time in an effort to provide a consistent risk profile, asset allocation and fund selection.

Evaluation Frequency

Annually


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

Name Ticker Percent
iShares Mortgage Real Estate ETF REM 5.0%
Invesco KBW Premium Yield Equity REIT ETF KBWY 5.0%
Name Ticker Percent
Cash N/A 2.0%

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