Morningstar

Rockefeller U.S. Small-Mid Cap ETF RSMC

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

Morningstar’s Analysis RSMC

Will RSMC 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 RSMC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RSMC 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 RSMC’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rockefeller U.S. Small-Mid Cap 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
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Portfolio Holdings RSMC

More RSMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HA Sustainable Infrastructure Capital Inc

3.76 27M
Financial Services

Korn Ferry

3.41 25M
Industrials

BJ's Wholesale Club Holdings Inc

3.31 24M
Consumer Defensive

RadNet Inc

3.29 24M
Healthcare

PJT Partners Inc Class A

3.26 24M
Financial Services

Casella Waste Systems Inc Class A

3.08 22M
Industrials

FirstCash Holdings Inc

3.07 22M
Financial Services

Warner Music Group Corp Ordinary Shares - Class A

2.98 22M
Communication Services

InterDigital Inc

2.85 21M
Technology

StoneX Group Inc

2.83 20M
Financial Services

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