The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Home Depot (NYSE:HD), Costco Wholesale Corp (NASDAQ:COST).
The investment seeks to provide long-term capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) consist of 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 Ratings Services ("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, respectively.
The average market capitalization across the City National Rochdale US Cor Eq Instl MF is 832.8B. The market cap for tickers in the group ranges from 56.5B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is CTAS at 56.5B.
The average weekly volume growth across all stocks in the City National Rochdale US Cor Eq Instl MF was 104%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 43
Price Growth Rating: 30
SMR Rating: 27
Profit Risk Rating: 17
Seasonality Score: 2 (-100 ... +100)