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INKM
+0.72 · +2.18%
$33.75 · NYSE ARCA

SPDR® SSgA Income Allocation ETF (INKM) ETF Analysis | Global Moderately Conservative Allocation

State Street Investment Management · United States
AUM:$78.2M
#– of – in Global Moderately Conservative Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is INKM?

The Adviser primarily invests the assets of the fund among ETPs that provide exposure to five primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment-grade and high yield debt securities; (iii) hybrid equity/debt securities; (iv) first lien senior secured floating rate bank loans, commonly referred to as Senior Loans; and (v) REITs, including equity REITs and mortgage REITs.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
INKM returned 14.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 82.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$78.2M
Expense Ratio0.50%
Dividend Yield4.98%
Holdings13
Inception DateApr 2012
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta0.93
CategoryGlobal Moderately Conservative Allocation
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.1%
1Y
+8.3%
3Y
+30.7%
5Y
+20.3%
OpenBook InsightIf you had invested £10,000 in INKM 5 years ago, it would have grown to £12,031 — a gain of £2,031.

Annual Returns

Calendar year performance

INKM delivered positive returns in 4 of the last 5 calendar years.
YearINKM
2026 YTD+5.6%
2025+10.8%
2024+5.9%
2023+9.9%
2022-12.4%
CAGR 4yr+3.1%
4/5 positive yearsAvg return: +4.0%Worst year: -12.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
4.9%
Low
Momentum
+0.8%
30-day change
Support Level
34.58
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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