Report Date:
June 2024
Index Description
The Retirement Income strategy, as the name suggests, is devoted to earning high income for investors with tax-deferred accounts, year over year regardless of general stock or bond market conditions. Preservation of capital is a priority while earning an average annual return that is competitive with the corporate bond market, net of all fees. The Retirement Income strategy primarily invests in high yield corporate bond mutual funds but can also invest in municipal bond funds, treasury bonds or funds that hedge against rising interest rates. All positions are fully liquid and held in accordance with our proprietary intermediate term tactical trading parameters.
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.
