AdvisorOne Reservoir N
4020 South 147th Street 4020 South 147th Street Suite 2 Omaha NE 68137
Phone: 866-811-0225
| Category: | Multisector Bond | | Fund Family: | AdvisorOne Funds | | Net Assets: | N/A | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-May-09 |
|
Jeffrey J. Roach
Lead Manager since
13-Apr-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: | $2,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 114.66% |
|
| Expense | CHRVX | Category
Avg | | Total Expense Ratio: | %
| 1.15% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.05% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$84 | $545 | | 5 Yr Expense Projection*: |
$N/A | $845 | | 10 Yr Expense Projection*: |
$N/A | $1,682 |
|
|
