City National Rochdale Fixed Income Opportunities Fund

Class Other (RIMOX)
Scorecard
2 / 5 Stars
Lipper
1 1 3 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

#38 in High Yield Bond

U.S. News evaluated 174 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 6.11 percent over the past year, and 6.05 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 6.1%
3 Years (Annualized) 6.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of current income. The fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in fixed income securities. It will invest in both fixed rate and floating rate fixed income securities. The fund seeks to invest its net assets across a spectrum of income yielding securities and primarily focuses on investments in high yield bonds (commonly known as "junk" bonds) issued by corporate and municipal issuers, in fixed and floating rate loans made to U.S. and foreign borrowers, and in domestic and foreign corporate bonds including asset backed securities and bank loans.

Fees

Fees are Above Average compared to funds in the same category.
City National Rochdale Fixed Income Opportunities Fund has an expense ratio of 1.08 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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