AdvisorOne Reservoir N
4020 South 147th Street Omaha NE 68137
Map
Phone: 866-811-0225
| Category: | Multisector Bond | | Fund Family: | AdvisorOne Funds | | Net Assets: | 880.00K | | Year-to-Date Return: | N/A | | 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
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 104.85% |
|
| Expense | CHRVX | Category
Avg | | Total Expense Ratio: | 0.62%
| 1.15% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.05% | | Max Deferred Sales Load: | %
| 2.56% | | 3 Yr Expense Projection*: |
$ 84 | $534 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $827 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,649 |
|
|
0.16% Nasdaq 0.00%
Profile
