CLACX : AdvisorOne CLS Global Aggressive Equity Fund Class N

CLACX is a Allocation Market Total World with HIGH fees.

CLACX

AdvisorOne CLS Global Aggressive Equity Fund Class N

FI Score

34 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

34% FI Score
  • clacx
  • Mutual Fund
  • Allocation
  • Total World

AdvisorOne CLS Global Aggressive Equity Fund Class N

Expenses: 1.16% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Fund 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 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. The fund invests, under normal market conditions, at least 80% of the fund's assets (defined as net assets plus the amount of any borrowing for investment purposes) in equity securities.

Largest Holdings

Amount Holding
9.13% VanEck Vectors Morningstar Wide Moat ETF
5.37% VanEck Vectors Retail ETF
5.30% iShares Edge MSCI Intl Value Factor ETF
5.20% iShares MSCI All Country Asia ex Jpn ETF
5.16% VanEck Vectors Pharmaceutical ETF
4.84% iShares US Financial Services ETF
4.71% iShares Edge MSCI Intl Momentum Fctr ETF
4.31% Davis Select International ETF
4.00% First Trust Cloud Computing ETF
3.87% iShares PHLX Semiconductor ETF
3.78% Invesco FTSE RAFI Emerging Markets ETF
3.68% Cambria Global Value ETF
3.60% Fidelity® Momentum Factor ETF
3.44% Fidelity® Value Factor ETF
3.41% ARK Genomic Revolution ETF
2.92% ARK Innovation ETF
2.88% Franklin FTSE United Kingdom ETF
2.55% iShares US Oil & Gas Explor & Prod ETF
2.46% Davis Select Financial ETF
2.38% iShares Global Clean Energy ETF
2.31% SPDR® S&P Emerging Asia Pacific ETF
2.29% Hartford Multifactor Emerging Mkts ETF
2.28% iShares MSCI Australia ETF
1.73% PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF
1.66% Alpha Architect Intl Quant Val ETF

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