Report Date:
June 2025
Index Description
Gain Keeper, our variable annuity strategy, is designed to follow leadership among World Stock indices and sector specific equity funds on a monthly basis. The strategy will also dynamically adjust holdings among asset classes as conditions dictate. The income side of the portfolio uses high yield corporate bonds held on a tactical basis. All investments are made using mutual funds and subject to those available on the annuity platform. Investments in any annuity are made with after tax dollars but gains grow tax deferred until withdrawn.
Important information: Past performance of a ProfitScore index is not an indication of future results. You cannot invest directly in any ProfitScore index. Performance of any ProfitScore index does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in an index. Index performance does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions would reduce returns.
