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State Street SPDR Income Allocation ETF
INKM performance and flow charts
Performance
Flows
Historic performance and flows
Data as of August 6, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.40% | +1.34% | +7.20% | +11.50% | +31.84% | +22.61% |
| Flows | +$3M | -$1M | +$4M | +$4M | -$6M | -$40M |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | State Street Investment Management |
| N° of holdings | 3426 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | April 25, 2012 |
| ESG | No |
More data and info about INKM on Trackinsight
Exposure
Data as of June 30, 2026Diversification
Total weight of top 15 holdings out of 3,426
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +5.68% | +6.10% | +7.39% | +8.34% |
Max drawdown | -1.35% | -4.54% | -7.27% | -19.16% |
Max drawdown duration | 16d | 87d | 115d | 996d |
Time to recover | 8d | 62d | 35d | 656d |
What type of ETF is INKM?
INKM is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by State Street Investment Management.
What does INKM invest in?
This ETF provides exposure to Global Equities and Bonds. It is part of the segment: Multi-Asset: Conservative.
What is the expense ratio of INKM?
The total expense ratio (TER) of INKM is 0.5%, representing the annual fee charged by the fund manager.
When was INKM launched?
INKM was launched on April 25, 2012, marking its entry into the ETF market.
Who is the issuer of INKM?
INKM is issued by State Street Investment Management.
What is the AUM of INKM?
As of August 6, 2026, INKM manages $75.12 M, reflecting the total assets held in the fund.
How has INKM performed recently?
As of August 6, 2026, INKM delivered a return of 0.4% over the past month (1M performance), 1.34% over the past three months (3M), and 7.2% year-to-date (YTD).
What are the recent fund flows for INKM?
As of August 6, 2026, INKM has seen net flows of +$3M in the past month (1M flow) and +$4M year-to-date (YTD).
Does INKM pay dividends?
As of August 6, 2026, INKM has a trailing 12-month distribution yield of 4.76%.
How many holdings are in INKM
As of June 30, 2026, INKM holds 3426 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is INKM?
As of June 30, 2026, INKM holds 3426 securities, with 13.67% of its assets concentrated in its top 15 holdings.
What are the top holdings of INKM?
As of June 30, 2026, INKM holds a portfolio of 3426 underlyings, with its largest positions including US78467V6083, NVIDIA Corp. and Alphabet, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does INKM invest in?
As of June 30, 2026, INKM has its largest geographic exposures in USA.
What sectors or themes does INKM focus on?
As of June 30, 2026, INKM is primarily exposed to Sovereign, Finance and Industrials.
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