CLS Global Diversified Equity Fund Class N
CLSAX
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- CLS Global Diversified Equity Fund Class N (CLSAX) is a diversified mutual fund-of-funds that seeks long-term growth of capital by investing primarily in other mutual funds and exchange-traded funds (ETFs) targeting global equities, with a risk budget aligned to approximately 100% of a blended benchmark comprising 60% Russell 3000 Index and 40% MSCI ACWI ex-US Index; it employs active risk-controlled allocation across asset classes, sectors, regions, and countries using fundamental and technical analysis to optimize return relative to volatility and downside performance. The fund offers Class N shares with a minimum investment of $2,500, features total annual operating expenses of 1.50% including underlying fund costs, and is managed by a team at CLS Investments, LLC including co-portfolio managers Grant Engelbart, CFA, and Rusty Vanneman, CFA. CLS Investments, founded in 1989 and headquartered in Omaha, Nebraska, serves as the investment adviser and issues CLSAX as part of the AdvisorOne Funds family, which it created in 1997 to provide adaptive, risk-budgeted portfolios for financial advisors, bank trust officers, retirement plan sponsors, and individual investors. The fund targets a broad investor base seeking diversified global equity exposure without regard to current income, with geographic operations spanning U.S. and international markets through its underlying funds. No major acquisitions, partnerships, funding rounds, or strategic shifts specific to CLSAX or CLS Investments have been reported in the last 1-2 years, with the firm maintaining its focus on ETF-heavy strategies and third-party asset management amid ongoing market volatility.