AdvisorOne Select Appreciation Fund

Class N (CLACX)
Scorecard
1 / 5 Stars
Lipper
3 3 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C- (Hold)

#220 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.98 percent over the past year, and 11.00 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 5.0%
1 Year 23.0%
3 Years (Annualized) 11.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth. The fund invests primarily in exchange traded funds ("ETFs"), other open-end mutual funds, and closed-end funds. It invests in (i) underlying funds that seek capital growth by investing 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, or (ii) individual securities that may provide capital growth or appreciation. The fund invests up to 50% of its total assets in underlying funds that invest in commodities.

Fees

Fees are Above Average compared to funds in the same category.
AdvisorOne Select Appreciation Fund has an expense ratio of 1.15 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

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