MENU

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

Category LargeGrowth
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 1.18T. 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 -4%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 54
Price Growth Rating: 36
SMR Rating: 31
Profit Risk Rating: 21
Seasonality Score: -39 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
CNI Charter Funds400 North Roxbury DriveBeverly Hills
Phone
N/A
Web
www.cnicharterfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TRCSX15.89N/A
N/A
T. Rowe Price Small-Cap Index I
NBMTX17.00-0.03
-0.18%
Neuberger Berman Mid Cap Growth Tr
AWSSX17.04-0.07
-0.41%
Invesco Global Core Equity R6
FUNYX36.86-0.17
-0.46%
Pioneer Fundamental Growth Y
FCGEX20.60-0.12
-0.58%
NYLI PineStone Global Equity Class A

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%
-0.47%
GFACX - CNRWX
82%
Closely correlated
-0.26%
GAFFX - CNRWX
63%
Loosely correlated
-0.26%
FAFGX - CNRWX
63%
Loosely correlated
-0.26%
FFAFX - CNRWX
63%
Loosely correlated
-0.27%
RGAHX - CNRWX
63%
Loosely correlated
-0.25%
More