AdvisorOne Select Appreciation Fund

Class N (CLACX)
Scorecard
2 / 5 Stars
Lipper
5 4 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 9.03 3.3 5.73
Stocks 68.54 0.0 68.54
Bonds 0.07 0.0 0.07
Other 2.67 0.67 2.0
Foreign Bonds 0.53 0.0 0.52
Foreign Stocks 24.17 1.22 22.95
Convertible 0.0 0.0 0.0
Preferred 0.18 0.0 0.18

Updated 10.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 10.31.2013

% Net Assets
Guggenheim S&P 500 Equal Weight 7.28
Market Vectors Wide Moat ETF 6.25
iShares International Select Div 5.99
iShares US Insurance 5.9
First Trust Dow Jones Internet Index 5.44
PowerShares Dynamic Market 4.61
Guggenheim Spin-Off 4.51
Guggenheim Timber ETF 4.5
WisdomTree Europe SmallCap Dividend 4.42
PowerShares Global Listed Private Eq 4.15

See Also:

Top AdvisorOne Funds Funds