2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#316 in Large Growth
U.S. News evaluated 463 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.27 percent over the past year, 11.84 percent over the past three years, 11.81 percent over the past five years, and 5.68 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||23.0%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||11.8%|
|10 Years (Annualized)||5.7%|
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 fund's portfolio 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 are Average compared to funds in the same category.
City National Rochdale Diversified Equity Fund has an expense ratio of 0.88 percent.
Risk is Average compared to funds in the same category according to Morningstar.