The investment seeks long-term capital growth. The fund invests at least 80% of its assets in common stocks of U.S. issuers that meet certain socially responsible criteria. Up to 50% of the fund's net assets may consist of securities of mid-capitalization companies. The fund seeks to avoid investing in any issuer that derives more than 5% of its total revenue from tobacco, alcohol, gambling, abortion or weaponry (whether sold to consumers or the military), or that is involved in nuclear power.
Fund filings (PDF) »
Andrew Bischel (Started: Jan 3, 2005)
Shelley Mann (Started: Jan 3, 2005)
Kenneth Kaplan (Started: Jan 3, 2005)
Joshua Roth� (Started: Jan 3, 2005)
# Contact ?>
City National Rochdale, c/o SEI Investments Distribution Co., 1 Freedom Valley Dr, Oaks, PA 19456