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 30.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
HA Sustainable Infrastructure Capital Inc | 3.73 | 29M | Financial Services |
FirstCash Holdings Inc | 3.38 | 26M | Financial Services |
RadNet Inc | 3.30 | 26M | Healthcare |
StoneX Group Inc | 3.18 | 25M | Financial Services |
TD Synnex Corp | 3.13 | 25M | Technology |
InterDigital Inc | 3.08 | 24M | Technology |
Jones Lang LaSalle Inc | 2.96 | 23M | Real Estate |
Korn Ferry | 2.79 | 22M | Industrials |
BJ's Wholesale Club Holdings Inc | 2.70 | 21M | Consumer Defensive |
SEI Investments Co | 2.63 | 21M | Financial Services |