State Street Tax-Sensitive Strategic Asset Allocation ETF Portfolios

Key Facts

• Diversified, global asset allocation
• Consistent long-term approach with lower turnover and portfolio efficiency
• Captures the potential tax advantages of municipal bonds

Objective

Seeks to provide optimal capital efficiency over a long-term horizon. The more conservative model portfolios are designed to generate current income, with some consideration given to growth of capital. The more aggressive portfolios are predominantly focused on growth of capital. In all instances, the model portfolios are constructed, based on risk tolerance, to achieve market exposure across both equity and fixed income markets.

Rebalance Frequency
Annually