Report Date:
September 2025
Index Description
Multi-Asset (MASS) Income prioritizes monthly income to account owners. The design and purpose of this strategy is to offer investors a “passive income” solution much like rental real estate but with daily liquidity using closed end funds, ETFs, and individual company stock. Capital invested will see equity-like volatility in the value of holdings in pursuit of income generation although statistical risk of the portfolio will remain less than any broad market stock market index. Total returns are a product of capital appreciation while earning 6-10% in annual dividend and interest income. MASS Income will be a top performer during periods of falling or stable interest rates and is appropriate for lower income households or tax advantaged account registrations.
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.
