AdvisorOne Funds - CLS Global Aggressive Equity Fund (GLAGX)
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AdvisorOne Funds - CLS Global Aggressive Equity Fund
Advisorone Funds
4020 South 147th Street
Omaha, NE 68137
866-811-0225
Management information
Michael Hadden,Lead manager since 31 August 2020
Michael Hadden is a portfolio manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. Previously, he served as an investment analyst and associate portfolio manager for CLS Investments. Michael joined CLS in 2017. He graduated with honors and high distinction from the University of Nebraska at Lincoln with a Bachelor of Science degree in finance and accounting. He is a CFA charterholder and holds the FINRA Series 65 license. Michael is a member of the CFA Society of Nebraska.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Blend
Fund familyAdvisorOne Funds
Net assets100.2M
YTD return0.32%
Yield0.76%
Morningstar rating★★★
Inception date6 Dec 2018
Fund operations
Last dividend0.15
Last cap gain0.00
Holdings turnover16.00%
Average for categoryN/A
Fees and expenses
ExpenseGLAGXCategory average
Annual report expense ratio (net)1.56%0.95%
Prospectus net expense ratio1.56%N/A
Prospectus gross expense ratio1.56%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection493N/A
5-yr expense projection850N/A
10-yr expense projection1,856N/A
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