CLS Global Diversified Equity Fund Class N (CLSAX) Research
This fund primarily invests in various collective investment vehicles, such as exchange-traded funds (ETFs), open-ended mutual funds, and closed-end funds. The capital allocated to these underlying funds is predominantly invested in common equities or equity-linked instruments, including convertible preferred stock, convertible debentures, and warrants. This can encompass shares of foreign companies. Under typical market conditions, at least 80% of the fund's total assets—defined as its net assets combined with any borrowed capital utilized for investment purposes—are dedicated to equity securities.
Market snapshot
- Symbol
- CLSAX
- Price
- $12.44
- Day change
- 0.00%
- Market cap
- $235.5M
- 52-week range
- 12.44-22.07
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Apollo Senior Floating Rate Fund Inc. (AFT)
- BMO Balanced Allocation Fund - Y (BGRYX)
- Crawford Small Cap Dividend Fund Class C (CDOCX)
- CLS Growth and Income Fund Class N (CLERX)
- Salient Select Income Fund Investor Class (FFSLX)
- Fidelity Freedom Index 2005 Fund - Investor Class (FJIFX)
- GMO Special Opportunities Fund Class VI (GSOFX)
- JPMorgan Equity Focus Fund Class A (JPFAX)
Open CLS Global Diversified Equity Fund Class N (CLSAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.