City National Rochdale U.S. Core Equity Fund

U.S. News evaluated 464 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 27.35 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 5.6%
1 Year 27.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets in common stock of large and middle capitalization corporations domiciled in the United States. The adviser considers a large capitalization corporation and a middle capitalization corporation to be a corporation with a market capitalization satisfying Standard & Poor's eligibility criteria, at the time of investment, for inclusion in the S&P 500 Index and the S&P Midcap 400 Index.

Fees

Fees are Average compared to funds in the same category.
City National Rochdale U.S. Core Equity Fund has an expense ratio of 0.74 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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