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 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

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