Report Date:
June 2025
Index Description
A crafty name (opposite of Toll way) for this tax efficient version of our Retirement Income model designed specifically for taxable investment accounts. Preservation of capital is a constant priority while earning an average annual return that is competitive with the intermediate term US municipal bond market, net of all fees. The Freeway High Income strategy primarily invests in national municipal bond mutual funds of all types but can also invest in corporate bond funds, specialty income 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.
