AdvisorOne Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return16.173.19-3.368.0813.64
    Category Average15.722.62-1.825.8312.93
    Assets for Each Yr*1.371.391.241.171.53
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.64 5.62 7.69

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,525 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.2 44.35 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 15.04 0.80 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    11-17-17

    Worst 5-Year Relative Performance | More
    11-17-17

    Lowest Expenses | More
    11-17-17

    Highest Expenses | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    AdvisorOne CLS Globa Paula Wieck 3.80
    AdvisorOne CLS Growt Paula Wieck 3.80
    AdvisorOne CLS Flexi Marc Pfeffer 3.40
    AdvisorOne CLS Globa Grant Engelbart 2.70
    AdvisorOne CLS Inter Konstantin Etus 2.50

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    AdvisorOne CLS Shelt Paula Wieck 1.10
    AdvisorOne CLS Inter Konstantin Etus 2.50
    AdvisorOne CLS Globa Grant Engelbart 2.70
    AdvisorOne CLS Flexi Marc Pfeffer 3.40
    AdvisorOne CLS Globa Paula Wieck 3.80