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CNRWX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$29.48
Change
-$0.13 (-0.44%)
Net Assets
425.62M

CNRWX City National Rochdale US Cor Eq N Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), Walt Disney Company (The) (NYSE:DIS).

Industry description

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.

Market Cap

The average market capitalization across the City National Rochdale US Cor Eq N MF is 1.23T. The market cap for tickers in the group ranges from 69.7B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CTAS at 69.7B.

Volume

The average weekly volume growth across all stocks in the City National Rochdale US Cor Eq N MF was 40%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 46
Price Growth Rating: 30
SMR Rating: 31
Profit Risk Rating: 20
Seasonality Score: -14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
CNI Charter Funds400 North Roxbury DriveBeverly Hills
Phone
N/A
Web
www.cnicharterfunds.com
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CNRWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CNRWX has been closely correlated with GFACX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if CNRWX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CNRWX
1D Price
Change %
CNRWX100%
-0.44%
GFACX - CNRWX
82%
Closely correlated
-0.49%
VTSMX - CNRWX
69%
Closely correlated
-0.49%
VITSX - CNRWX
69%
Closely correlated
-0.48%
VSTSX - CNRWX
69%
Closely correlated
-0.49%
VTSAX - CNRWX
69%
Closely correlated
-0.49%
More