ducovest

GAL:ARCA-SPDR SSgA Global Allocation

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

Last Closing

USD 38.0619

Change

+0.02 (+0.06)%

Market Cap

USD 0.19B

Volume

8.44K

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.

Company Website : www.spdrs.com

Currency: USD

Country : USA

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 Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-17 )

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

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

-0.06 (-0.11%)

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

+0.01 (+0.04%)

 USD 0.54B
OCIO ClearShares OCIO ETF 0.54 %

-0.10 (-0.33%)

 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 10.26% 58% F 52% F
Dividend Return 0.35% 22% F 12% F
Total Return 10.61% 50% F 47% F
Trailing 12 Months  
Capital Gain -1.39% 58% F 52% F
Dividend Return 2.33% 20% F 39% F
Total Return 0.94% 50% F 50% F
Trailing 5 Years  
Capital Gain 7.41% 56% F 60% D-
Dividend Return 12.57% 33% F 44% F
Total Return 19.98% 44% F 50% F
Average Annual (5 Year Horizon)  
Capital Gain 1.65% 75% C 57% F
Dividend Return 4.16% 42% F 49% F
Total Return 2.51% 42% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 7.38% 75% C 77% C+
Risk Adjusted Return 56.38% 50% F 64% D
Market Capitalization 0.19B 58% F 39% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.