CLSAX Rating, Research - Advisorone Amerigo N

Advisorone Amerigo N (clsax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the clsax mutual fund has great long term potential.

Fund Management Team

Advisorone Funds

Fund Description Update

Advisorone Amerigo N (CLSAX) Description: CLSAX is a mutual fund, which is an investment that owns a basket of assets. The CLSAX mutual fund was provided by Advisorone and this investment vehicle derives the majority of its value from equity holdings (stocks). Advisorones mutual fund has a medium management tenure and is in the large fund size classification. CLSAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. CLSAXs expense ratio is roughly 1%. The latest CLSAXs front end load was 0% and the back end load was 0%. The Advisorone Amerigo N (CLSAX) mutual fund falls under the large-cap mixed category. CLSAX focuses its investments in USA and CLSAX is not affiliated with a particular industry or fund sector. The Advisorone Amerigo N (CLSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CLSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CLSAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund invests mainly in common stocks (see stock research) of mid- to large-capitalization companies. It seeks to reduce risk by diversifying among many companies and industries. The fund looks for well-managed companies with strong balance sheets whose stock prices are undervalued. It invests primarily in domestic stocks (see stock research) and may also invest in stocks (see stock research) of foreign companies.

Management Analysis Update

Performance Analysis Update