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The AdvisorOne Funds
By investing in the AdvisorOne Funds, investors are gaining
an entire portfolio of investments, not just a single mutual fund. The Funds
combine a diversified portfolio of selected mutual funds into a single fund to
bring active and Index-Based Money Management into your Portfolio.
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Amerigo Fund
Amerigo seeks capital appreciation and long-term growth of capital
without regard to current income.
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Berolina Fund
The Berolina Fund seeks to provide growth of capital and total return.
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Clermont Fund
The objective of the Clermont Fund is a combination of current income and growth
of capital.
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Descartes Fund
The objective of the Descartes Fund is long-term growth of capital without regard to current income.
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Liahona Fund
The objective of the Liahona Fund is growth of capital and current income.
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Current NAV
| Amerigo | CLSAX | $10.89 | 10/03/08 |
| Berolina | CLBLX | $8.17 | 10/03/08 |
| Clermont | CLERX | $8.47 | 10/03/08 |
| Descartes | CLDEX | $8.12 | 10/03/08 |
| Liahona | CLHAX | $8.21 | 10/03/08 |
Index-Based Money Management
For many investors, the reason NOT to invest in a diversified, well-balanced portfolio is lack of
money. Professionally managed, diversified portfolios often have a hefty minimum account size
and steep management fee. In addition, it would be costly to attempt to mirror one of these
professionally managed portfolios on your own.
The AdvisorOne Funds Portfolios were created as fundamental building blocks for investors’ portfolios. The
principles of asset allocation used to manage these portfolios are the same principles used by some
of the largest pension funds in the United States. Each of these portfolios has two unique features
that make it an excellent core holding...
Investors should carefully consider the investment objectives, risks,
charges and expenses of the AdvisorOne Funds. Other fees and expenses
do apply to a continued investment in the fund. This and other information
about AdvisorOne Funds is contained in the prospectus, which can be
obtained by calling (866) 811-0225 and should be read carefully before
investing.
The AdvisorOne Funds are distributed by
Member FINRA/SIPC
©2007 AdvisorOne Funds. All rights reserved. Contact us at .
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Privacy
Information provided at advisoronefunds.com is intended only for persons who are eligible to purchase
U.S.-registered investment funds.
Investments are not FDIC-insured nor are they deposits of or guaranteed by a bank or any
other entity, so you may lose money.
For more complete information about any of the AdvisorOne Funds, risks, charges and expenses, please
obtain the applicable
prospectus. Please
read it carefully before you invest or send money.
Maintain.
0093-AFD-1/26/2007