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15 important things you should know about CLBLX mutual fund

Updated: September 19, 2020
N/A
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for CLBLX “stock” price, you can quickly find it out by visiting Finny and typing "CLBLX quote". If you’re looking for a quick scoop on CLBLX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "CLBLX". You’ll get all this info in one place.

Are you looking to buy or sell CLBLX? Or perhaps you’re looking for CLBLX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this CLBLX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: CLBLX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: CLBLX buy or sell; the pros and cons of investing in CLBLX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to CLBLX.

And here is the list of questions we’ll answer:

  1. Describe AdvisorOne Funds: CLS Global Growth Fund; Class N Shares (CLBLX).
  2. What are CLBLX holdings?
  3. What is CLBLX performance? What are CLBLX historical returns?
  4. How many up and down years did CLBLX have historically?
  5. What is CLBLX dividend yield?
  6. What is CLBLX minimum initial investment amount?
  7. What is CLBLX expense ratio?
  8. Does CLBLX have any sales loads or 12b-1 distribution expenses?
  9. What is CLBLX tax efficiency (tax-cost ratio)?
  10. What is CLBLX beta? How would you assess CLBLX risk?
  11. What is CLBLX Sharpe ratio?
  12. What is CLBLX Finny Score? CLBLX buy or sell?
  13. What are the pros of investing in CLBLX? What are CLBLX buy reasons?
  14. What are the cons of investing in CLBLX? What are CLBLX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AdvisorOne Funds: CLS Global Growth Fund; Class N Shares (CLBLX).

2. What are CLBLX top holdings?

CLBLX has 0 stock holdings and 0 bond holdings.

3. What is CLBLX performance? What are CLBLX historical returns?

CLBLX has generated the following returns:

4. How many up and down years did CLBLX have historically?

In the last 10 years, CLBLX had 9 up years and 0 down years. See Performances

5. What is CLBLX dividend yield?

CLBLX yield is %.

6. What is CLBLX minimum initial investment amount?

CLBLX minimum initial investment amount is N/A.

7. What is CLBLX expense ratio?

CLBLX expense ratio is %. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does CLBLX have any sales loads or 12b-1 distribution expenses?

CLBLX 12b-1 distribution fee is 0. CLBLX front-end sales load is 0. CLBLX back-end sales load is 0.

9. What is CLBLX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.

See Taxes

10. What is CLBLX beta? How would you assess CLBLX risk?

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

13. What are the pros of investing in CLBLX? What are CLBLX buy reasons?

The following are CLBLX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in CLBLX? What are CLBLX negatives?

The following are CLBLX weaknesses from our perspective:

  • <strong>CLBLX net assets</strong> are $0.00 million. This fund is not a popular choice with retail investors.
In the CLBLX review, we covered CLBLX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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