Rockefeller U.S. Small-Mid Cap ETF RSMC

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.

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.

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Portfolio Holdings RSMC

  • 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

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