AdvisorOne Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return16.603.11-3.287.964.83
    Category Average16.493.10-1.986.154.76
    Assets for Each Yr*1.601.691.501.401.45
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.83 3.76 6.14

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,449 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.7 44.01 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 15.68 0.80 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-26-17

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    04-26-17

    Worst 5-Year Relative Performance | More
    04-26-17

    Lowest Expenses | More
    04-26-17

    Highest Expenses | More
    04-26-17

    Longest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    AdvisorOne CLS Globa Paula Wieck 3.30
    AdvisorOne CLS Growt Paula Wieck 3.30
    AdvisorOne CLS Globa Marc Pfeffer 3.20
    AdvisorOne CLS Flexi Marc Pfeffer 2.80
    AdvisorOne CLS Globa Grant Engelbart 2.10

    Shortest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    AdvisorOne CLS Shelt Paula Wieck 1.40
    AdvisorOne CLS Inter Konstantin Etus 1.90
    AdvisorOne CLS Globa Grant Engelbart 2.10
    AdvisorOne CLS Flexi Marc Pfeffer 2.80
    AdvisorOne CLS Globa Marc Pfeffer 3.20