GAL:ARCA-SPDR SSgA Global Allocation

ETF | Allocation--50% to 70% Equity | NYSE Arca

Last Closing

USD 35.94

Change

+0.29 (+0.81)%

Market Cap

USD 0.19B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide capital appreciation. The fund invests substantially all of its assets in the SSGA Global Allocation Portfolio (the "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. The Portfolio typically allocates approximately 60% of its assets to equity securities, though this percentage can vary based on the Adviser's tactical decisions.

Inception Date: 25/04/2012

Primary Benchmark: MSCI ACWI IMI NR USD

Primary Index: Morningstar Mod Tgt Risk TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.09 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-16 )

Largest Industry Peers for Allocation--50% to 70% Equity

Symbol Name Mer Price(Change) Market Cap
AOR iShares Core Growth Allocation.. 0.18 %

+0.44 (+0.82%)

USD 2.04B
RLY SPDR® SSgA Multi-Asset Real R.. 0.22 %

+0.10 (+0.36%)

USD 0.56B
MDIV First Trust Multi-Asset Divers.. 0.48 %

+0.02 (+0.13%)

USD 0.43B
OCIO ClearShares OCIO ETF 0.54 %

+0.27 (+0.87%)

USD 0.13B

ETFs Containing GAL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Allocation--50% to 70% Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.11% 42% F 39% F
Dividend Return N/A N/A N/A N/A F
Total Return 4.11% 42% F 39% F
Trailing 12 Months  
Capital Gain -8.94% 50% F 51% F
Dividend Return 2.13% 20% F 40% F
Total Return -6.81% 42% F 48% F
Trailing 5 Years  
Capital Gain 5.58% 56% F 57% F
Dividend Return 13.09% 33% F 46% F
Total Return 18.67% 33% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 2.38% 75% C 56% F
Dividend Return 4.95% 42% F 48% F
Total Return 2.57% 42% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 7.18% 75% C 80% B-
Risk Adjusted Return 69.00% 58% F 69% C-
Market Capitalization 0.19B 55% F 36% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.