AdvisorOne Funds - CLS Flexible Income Fund(NASDAQMUTFUND) CLFLX

CLS Flexible Income Fund Class N is an asset management fund focused on generating income through investments in fixed income securities. The fund primarily invests in collective investment schemes, including ETFs and mutual funds, with a significant allocation to investment-grade debt instruments.

Products and Services

• Invests in fixed income securities through collective investment schemes
• Allocates assets to investment-grade debt instruments
• Flexible investment strategy allows for higher-yielding, lower-quality debt securities

Growth Outlook

• Market capitalization stands at approximately $89 million
• Recent price range between $10.14 and $10.75 indicates stable demand
• Potential for growth through strategic allocation in diverse debt instruments

Financial Highlights

• Quarterly dividend yield remains competitive at 2.61%
• Beta of 0.67 suggests lower volatility compared to the overall market
• Trailing twelve months show consistent revenue generation despite market fluctuations

CLS Flexible Income Fund Class N operates with a strategy that emphasizes flexibility in managing interest rate sensitivity. By investing in a mix of investment-grade and higher-yielding debt securities, the fund aims to provide investors with a balanced approach to income generation. The fund's recent performance metrics indicate a stable market presence, with a focus on maintaining a diversified portfolio to mitigate risks associated with fixed income investments. The combination of a competitive dividend yield and a lower beta reflects the fund's commitment to providing steady returns while navigating market conditions.