City National Rochdale Diversified Equity Fund

Scorecard
1 / 5 Stars
Lipper
1 1 4 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
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U.S. News evaluated 466 Large Growth 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 24.12 percent over the past year, 8.76 percent over the past three years, 18.30 percent over the past five years, and 5.08 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 24.1%
3 Years (Annualized) 8.8%
5 Years (Annualized) 18.3%
10 Years (Annualized) 5.1%

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Summary

The investment seeks to provide long-term capital growth. The fund normally invests at least 80% of its assets in common stocks of large-capitalization U.S. companies whose market capitalizations are satisfying Standard & Poor's eligibility criteria for inclusion in the S&P 500 Index at the time of investment that are diversified among various industries and market sectors. Up to 20% of the Diversified Equity Fund's net assets may consist of equity securities, consisting primarily of common stock, of mid-capitalization companies. It invests in U.S. dollar denominated sponsored American Depositary Receipts of foreign corporations.

Fees

Fees are Average compared to funds in the same category.
City National Rochdale Diversified Equity Fund has an expense ratio of 1.04 percent.

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Risk

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

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