Report Date:
September 2025
Index Description
WealthBeacon Moderate is a tax efficient, low-cost, evidence-based strategy built to serve as a guide for investors devoted to growing wealth over long periods of time with a more moderate level of volatility. The WealthBeacon Moderate strategy is appropriate for long-term buy and hold investors with a moderately high risk tolerance. All investments are made via exchange traded funds (ETFs).
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.
