INKM vs. LCR ETF Comparison

Comparison of SPDR SSgA Income Allocation ETF (INKM) to Leuthold Core ETF (LCR)
INKM

SPDR SSgA Income Allocation ETF

INKM Description

The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The fund invests substantially all of its assets in the SSgA Income Allocation Portfolio, a separate series of the SSgA Master Trust with an identical investment objective as the fund. As a result, the fund invests indirectly through the Portfolio. It invests the assets of the Portfolio among ETPs that provide exposure to four 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; and (iv) REITs.

Grade (RS Rating)

Last Trade

$32.56

Average Daily Volume

14,841

Number of Holdings *

14

* may have additional holdings in another (foreign) market
LCR

Leuthold Core ETF

LCR Description The investment seeks capital appreciation and income (or total return). The fund is an actively-managed fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or other investments, such as volatility indexes and managed futures.

Grade (RS Rating)

Last Trade

$35.25

Average Daily Volume

10,889

Number of Holdings *

11

* may have additional holdings in another (foreign) market
Performance
Period INKM LCR
30 Days 0.91% 1.82%
60 Days 4.58% 5.64%
90 Days 6.65% 3.98%
12 Months 21.02% 18.93%
1 Overlapping Holdings
Symbol Grade Weight in INKM Weight in LCR Overlap
IBND D 2.98% 1.36% 1.36%
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