AdvisorOne Funds Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-3.368.1216.44-7.409.71
    Category Average-1.856.0015.03-6.3410.80
    Assets for Each Yr*1.221.151.521.321.47
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 9.71 7.57 4.67

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,471 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.0 41.53 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    AdvisorOne CLS Globa Rusty Vanneman 4.80
    AdvisorOne CLS Globa Grant Engelbart 4.20
    AdvisorOne CLS Flexi Marc Pfeffer 3.50
    AdvisorOne CLS Growt Rusty Vanneman 3.40
    AdvisorOne CLS Shelt Gene Frerichs 1.30

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    AdvisorOne CLS Shelt Gene Frerichs 1.30
    AdvisorOne CLS Growt Rusty Vanneman 3.40
    AdvisorOne CLS Flexi Marc Pfeffer 3.50
    AdvisorOne CLS Globa Grant Engelbart 4.20
    AdvisorOne CLS Globa Rusty Vanneman 4.80