AdvisorOne Reservoir N
Advisorone Funds 4020 South 147th Street Omaha, NE 68137
Phone: 866-811-0225
| Category: |
Multisector Bond |
| Fund Family: |
AdvisorOne Funds |
| Net Assets: |
4.00M |
| Year-to-Date Return: |
0.00% |
| Yield: |
% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
01-May-09 |
|
Jeffrey J. Roach
Lead Manager since
01-May-09 |
|
| Mr. Roach joined Horizon in 2006 and is Chief Economist at Horizon. He is a graduate of Bob Jones University and Clemson University. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$2,500 |
| Min Initial Investment, AIP: |
$2,500 |
| Min Subsequent Investment: |
$250 |
| Min Subsequent Investment, IRA: |
$250 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks current income. The fund invests at least 80% of net assets in bonds, including U.S. and foreign government bonds, corporate bonds, high yield bonds, index bonds, asset-backed securities, mortgage-backed securities, commercial paper, certificates of deposit, as well as Eurodollar bonds and deposits, unconstrained by debt ratings. It also may invest up to 20% of net assets in derivatives, including foreign exchange derivatives and may invest up to 20% of net assets in investment grade bonds. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
114.05% |
|
| Expense |
CHRVX |
Category
Avg |
| Total Expense Ratio: |
0.62%
|
1.17% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
4.18% |
| Max Deferred Sales Load: |
%
|
2.51% |
| 3 Yr Expense Projection*: |
$84 |
$526 |
| 5 Yr Expense Projection*: |
$N/A |
$822 |
| 10 Yr Expense Projection*: |
$N/A |
$1,643 |
|
|
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