Morningstar

Rockefeller Global Equity ETF RGEF

Morningstar Medalist Rating
Medalist Rating as of | See Rockefeller Investment Hub

Morningstar’s Analysis RGEF

Will RGEF outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RGEF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RGEF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RGEF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rockefeller Global Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RGEF

More RGEF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.20 41M
Communication Services

Microsoft Corp

5.07 40M
Technology

NVIDIA Corp

3.94 31M
Technology

Samsung Electronics Co Ltd

3.71 30M
Technology

Amazon.com Inc

3.46 28M
Consumer Cyclical

Apple Inc

3.24 26M
Technology

Meta Platforms Inc Class A

3.03 24M
Communication Services

Advanced Micro Devices Inc

2.81 22M
Technology

Shell PLC ADR (Representing - Ordinary Shares)

2.81 22M
Energy

Visa Inc Class A

2.25 18M
Financial Services

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