CNRUX Mutual Fund

CNRUX Mutual Fund

NAV$3.16

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%

Top Holdings

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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
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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. View all CNRUX holdings, sector breakdown, or dividend history.

CNRUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CNRUX alternatives are available via the screener, along with tax-loss harvesting opportunities.