SGEFX AdvisorOne CLS Strategic Global Equity Fund Class N Shares

This is an open ended mutual fund. The investment seeks long-term growth of capital. The fund invests primarily in exchange traded funds ("ETFs") and open-end mutual funds. It invests in underlying funds that primarily invest in common stock or securities convertible into or exchangeable for common stock (such as convertible preferred stock, convertible debentures or warrants), including the stock of foreign issuers. The fund invests under normal market conditions, at least 80% of its assets (defined as net assets plus the amount of any borrowing for investment purposes) in equity securities.

As of 08/04/2021

Mutual Fund Information
Sponsor:     AdvisorOne Funds
Category1:  Global Equity
Category2:  Global
Category3:  Large cap
Morningstar category:  World Large Stock
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     05/02/2019
Market cap:     $0
Current yield:     0.00%
Fees:     0.0000%
Investment style: Actively managed

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