Morningstar

Rockefeller Climate Solutions Fund - Institutional Class Shares RKCIX

Morningstar Medalist Rating
Medalist Rating as of | See Rockefeller Investment Hub
  • NAV / 1-Day Return 11.11  /  +0.96 %
  • Total Assets 68.8M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.03%
  • Turnover 25%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:51 AM GMT+0

Morningstar’s Analysis RKCIX

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

  • People Pillar

    The People Pillar is our evaluation of the RKCIX 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 RKCIX’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 Instl 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
Rated on Published on

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Portfolio Holdings RKCIX

More RKCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

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3.41 2M
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ESCO Technologies Inc

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Technology

AAON Inc

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Industrials

SSE PLC

3.04 2M
Utilities

GE Vernova Inc

2.97 2M
Industrials

Schneider Electric SE

2.89 2M
Industrials

Halma PLC

2.47 2M
Industrials

Eurofins Scientific SE

2.42 2M
Healthcare

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