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.
Rockefeller U.S. Small-Mid Cap ETF RSMC
Morningstar’s Analysis RSMC
Will RSMC outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
HA Sustainable Infrastructure Capital Inc | 3.79 | 28M | Financial Services |
BJ's Wholesale Club Holdings Inc | 3.31 | 24M | Consumer Defensive |
Korn Ferry | 3.29 | 24M | Industrials |
RadNet Inc | 3.29 | 24M | Healthcare |
FirstCash Holdings Inc | 3.23 | 24M | Financial Services |
PJT Partners Inc Class A | 3.23 | 24M | Financial Services |
Warner Music Group Corp Ordinary Shares - Class A | 3.11 | 23M | Communication Services |
Casella Waste Systems Inc Class A | 3.09 | 23M | Industrials |
InterDigital Inc | 2.91 | 21M | Technology |
StoneX Group Inc | 2.90 | 21M | Financial Services |