WebFeb 28, 2024 · City National Rochdale Equity Income Fund Class N Transaction Fee/Load 1 See Fund Picks from Fidelity ® for no transaction fee alternatives Prospectus More Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Large Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High … WebThomas H. Ehrlein joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 2005. He oversees a number of business segments at the firm including investment oversight for all non-traditional investments and the portfolio analytics and modeling processes,and is the Portfolio Manager of the City National Rochdale …
City National Rochdale - Asset Management Company Morningstar
WebCity National Rochdale Investment Management Strategies What we do Our Strategies We engineer investment strategies across asset classes. When it comes to developing sophisticated investment strategies, we are, at our core, analytically driven and research-focused. Our Approach WebMar 28, 2024 · Columbia High Yield Municipal Fund Institutional Class. -10.41. AMG GW&K Municipal Enhanced Yield Fund Class N. -10.39. Columbia High Yield Municipal Fund Advisor Class. -10.39. tim glews dudley
City National Rochdale Review SmartAsset.com
WebMar 27, 2024 · City National Rochdale Govt Bond Svc 60 The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars. WebFeb 28, 2024 · Fund Overview Objective The investment seeks to provide a high level of current income that is not subject to federal income tax. Strategy Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of tax-exempt municipal bonds. WebApr 4, 2024 · Russell Investments Short Duration Bond Fund Class C. -0.19. Catholic Responsible Investments Opportunistic Bond Fund Institutional Shares. -0.19. American Funds Preservation Portfolio Class 529-A ... tim glithero