CLS Growth and Income Fund Class N (CLERX) Research

This fund primarily allocates its capital to various pooled investment vehicles, specifically exchange-traded funds (ETFs), open-ended mutual funds, and closed-ended funds. The portfolios of these underlying investments focus on common shares, as well as instruments convertible into or exchangeable for common shares, including international company stock. Typically, approximately half of the fund's total holdings are dedicated to equity-based securities, though this proportion can fluctuate within a 30% to 70% range. Similarly, roughly 50% of its total assets are allocated to fixed-income investments, adhering to the same permissible allocation band.

Open CLS Growth and Income Fund Class N (CLERX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.