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

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See Target Allocations file under Quick Links for current holdings


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