CLS Flexible Income Fund Class N
CLFLX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 17605 Wright Street Omaha NE United States of America 68130
- IPO Date
- Jan 2, 2019
- CIK
- 0001029068
- Similar Companies
- Business
- CLS Flexible Income Fund Class N (CLFLX) is a mutual fund within the AdvisorOne Funds family managed by CLS Investments, LLC that seeks total return, consisting of income and capital growth, consistent with preservation of capital. The fund primarily invests in exchange-traded funds (ETFs), other open-end mutual funds, and closed-end funds focused on fixed income securities; it targets underlying funds holding investment grade fixed income securities with no limit on average duration, while allocating up to 33% of total assets to underlying funds investing in lower quality, high-yielding debt securities and up to 33% to debt and equity securities of foreign issuers. It operates in the fixed income segment of the asset management industry, serving fee-based investors and financial advisors seeking diversified income-oriented portfolios with global exposure through underlying funds. CLS Investments, LLC, headquartered in Omaha, Nebraska, launched the AdvisorOne Funds family starting in 1998 and manages CLFLX, which has an inception date of October 1, 2009. The fund has a minimum investment of USD 2,500 and is distributed through platforms accessible to U.S. investors, with portfolio management led by Marc Pfeffer. No subsidiaries or parent company relationships beyond CLS Investments' affiliation with NorthStar Financial Services Group, LLC are noted. No major changes, such as partnerships, acquisitions, funding rounds, new product launches, or strategic shifts, have been publicly reported for CLFLX or its sponsor within the last 1-2 years as of December 2025. The fund continues to emphasize its core strategy of adaptive allocation across fixed income ETFs and mutual funds without recent reorganizations or operational alterations.