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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