Report Date:
June 2025
Index Description
The primary objective of the Worldwide Sectors strategy is to produce growth-oriented returns over a complete business cycle with a strong commitment to international exposure. Worldwide also blends in a unique mix of domestic low-cost indexed securities including allocations to mega themes at a sector level. Themes include cyber security, infrastructure, artificial intelligence, digital payments, healthy living, clean energy, and natural resource scarcity among others. This blend of allocations within the strategy, makes Worldwide Sectors a unique offering for investors looking or thoughtful, tactical, and intentional exposure to the global equity markets.
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.
