CNRUX Mutual Fund

CNRUX Mutual Fund

NAV$3.16
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Fund Essentials

Net Assets
$2M
Expense Ratio
0.57%
Dividend Yield (Current)
2.18%
Holdings
55
Inception Date
Dec 3, 2012
Fund Family
City National Rochdale Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD-86.90%
1 Year-87.30%
3 Year-43.07%
5 Year-26.95%
10 Year-8.84%

Asset Allocation

Stocks: 99.59%
Cash: 0.41%
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Dividend Summary

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Dividend Yield (Current)
2.18%
Frequency
Annually
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CNRUX Mutual Fund Overview

CNRUX Mutual Fund (City National Rochdale US Core Equity Fund Institutional Class) is managed by City National Rochdale Investment Management with $1.9M in net assets. CNRUX expense ratio is 0.57%, holding 55 positions across various sectors. Inception date: 2012-12-03.

CNRUX performance shows a YTD return of -86.90%. The 1-year return is -87.30% and the 5-year return is -26.95%. CNRUX dividend yield stands at 2.18%, paid annually.

CNRUX top holdings include a diversified portfolio. Go to all CNRUX holdings, CNRUX sectors, or CNRUX dividends.

CNRUX can be compared against other funds. Use CNRUX overlap to find shared positions, or CNRUX vs another fund for a side-by-side view. CNRUX alternatives are available via the screener, along with tax-loss harvesting opportunities.