SSGA Growth
Managed by State Street Global Advisors
-21.4%
Last 30 days
-25.1%
Last 90 days
-17.8%
Last 365 days
-0.67
Sharpe Ratio
-33.4%
Max Drawdown
SSGA Growth
Managed by State Street Global Advisors
-21.4%
Last 30 days
-25.1%
Last 90 days
-17.8%
Last 365 days
-0.67
Sharpe Ratio
-33.40
Max Drawdown
Risk score
Strategy ETFs / Funds
AUM fee 0.10%
Requirements
• Investment minimum: $1,000
or Sign up to invest
The State Street Tactical Allocation Model ETF Portfolios seek to provide investors with risk-based model portfolios. Each model portfolio invests primarily in index-based exchange traded funds (ETFs), the majority of which are owned and distributed by State Street and its affiliates.
Research
The model portfolio allocations are managed actively and rely on State Street Global Advisors’ tactical asset allocation decision-making process, which includes evaluation of global asset classes. The investment views underlying each portfolio are informed by State Street Global Advisors’ quantitative approach and refined by the fundamental views of their Investment Solutions Group (ISG), a 90+ member investment team.
Approach
The strategy seeks to provide long term capital appreciation and income consistent with asset class allocation ranges of approximately 35 to 70% to equities and real assets, and approximately 30 to 65% to fixed income and cash. The strategy utilizes an active asset allocation investment process that evaluates and potentially adjusts the model portfolio’s asset class and constituent fund positioning at least monthly with a focus on the near term investment horizon. The tactical asset allocation process utilizes quantitative and qualitative analyses to evaluate the expected risk environment and seeks to identify and capitalize on relative tradeoffs across global asset classes.
Performance is calculated using then-applicable 0.30% management fee until May 1, 2019, and currently applicable 0.10% management fee as of May 1, 2019.
