City National Rochdale Socially Responsible Equity Fund

Class Inst (AHSRX)
Scorecard
3 / 5 Stars
Lipper
1 1 5 4 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#183 in Large Blend

U.S. News evaluated 481 Large Blend 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 21.40 percent over the past year, 13.36 percent over the past three years, and 16.42 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.5%
1 Year 21.4%
3 Years (Annualized) 13.4%
5 Years (Annualized) 16.4%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth. The fund invests at least 80% of its assets in common stocks of U.S. issuers that meet certain socially responsible criteria. Up to 50% of the fund's net assets may consist of securities of mid-capitalization companies. The fund seeks to avoid investing in any issuer that derives more than 5% of its total revenue from tobacco, alcohol, gambling, abortion or weaponry (whether sold to consumers or the military), or that is involved in nuclear power.

Fees

Fees are Above Average compared to funds in the same category.
City National Rochdale Socially Responsible Equity Fund has an expense ratio of 0.87 percent.

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Risk

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

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