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State Street Fixed Income Sector Rotation ETF Portfolio

Key Facts

  • Seeks to provide excess return primarily using income and yield-generating fixed income ETFs
  • Employs a tactical asset allocation approach that combines quantitative and qualitative analysis
  • Typically rebalanced monthly, but rebalancing may occur more or less frequently depending on market conditions

Objective

Seeks to provide excess return by tactically allocating among income and yield-generating ETFs. Allocation decisions are based on a proprietary sector selection model, which incorporates macroeconomic, financial, and market data to arrive at a projected return forecast for each fixed income sector. The portfolio is constructed to overweight more favorable sectors and underweight less favorable sectors.

Evaluation Frequency

12-20 times per year

Explore the Portfolio

See the Target Allocations file under Quick Links for current holdings.

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Get in Touch

Contact the State Street Models Team for more information or call a State Street ETF representative at 866-787-2257.

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