Funds Offered by  

13 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
CLACXAdvisorOne CLS Global Aggressive Equity Fund Class NMutual fund10/01/2009Global EquityGlobalLarge capActively managed1.00 1.67%Analyze
CLERXAdvisorOne CLS Growth and Income Fund Class NMutual fund07/14/1997Asset AllocationUSModerateActively managed1.00 1.54%Analyze
CLFLXAdvisorOne CLS Flexible Income Fund Class NMutual fund10/01/2009US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.10%Analyze
CLHAXAdvisorOne CLS International Equity Fund Class NMutual fund04/19/2006Global Equity Developed markets ex-USLarge capActively managed1.00 1.68%Analyze
CLSAXAdvisorOne CLS Global Diversified Equity Fund Class NMutual fund07/14/1997Global EquityGlobalLarge capActively managed1.00 1.50%Analyze
CLSHXAdvisorOne CLS Shelter Fund Class NMutual fund12/30/2009Asset AllocationUSModerateActively managed1.00 1.36%Analyze
FLEIXAdvisorOne CLS Flexible Income Fund Class TMutual fund12/07/2018Actively managed1.00 1.06%Analyze
GDIVXAdvisorOne CLS Global Diversified Equity Fund Class TMutual fund06/14/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
GINCXCLS Growth and Income Fund Class TMutual fund06/14/2021Actively managed1.00 0.00%Analyze
GLAGXAdvisorOne CLS Global Aggressive Equity Fund Class TMutual fund06/14/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
INTFXCLS International Equity Fund Class TMutual fund06/14/2021Global Equity Developed markets ex-USLarge capActively managed1.00 1.63%Analyze
SGEFXAdvisorOne CLS Strategic Global Equity Fund Class N SharesMutual fund05/02/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
SHELXAdvisorOne CLS Shelter Fund Class TMutual fund06/14/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TOTAL13

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