The experienced longest-tenured portfolio management at City National Rochdale is a core advantage over global asset management peers. With 12 years of average tenure across the management group, it is clear they've been put through their paces. The firm’s lineup has demonstrated industry-average durability. Its three-year success ratio is 43%, meaning that 43% of strategies have both survived and beaten their respective category median. A firm's success ratio indicates relative performance and provides insight into a firm’s discipline around investment strategy and product development. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
ESG Investing Keeps Pace With Conventional Investing in 2022
A look at Morningstar’s sustainability indexes and which funds outperformed.