Morningstar

Rockefeller Climate Solutions Fund - Class A Chares RKCAX

Morningstar Medalist Rating
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Medalist Rating as of See Rockefeller Investment Hub
  • NAV / 1-Day Return $10.31  /  −1.44 %
  • Fund Size $64.2M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis RKCAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rockefeller Climate Solutions A 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 RKCAX

More RKCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Financial Services

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Utilities

Chubb Ltd

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Financial Services

Schneider Electric SE

2.90 2M
Industrials

Infineon Technologies AG

2.64 2M
Technology

GE Vernova Inc

2.62 2M
Industrials

WESCO International Inc

2.59 2M
Industrials

Veralto Corp

2.51 2M
Industrials

AAON Inc

2.44 2M
Industrials

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