Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Rockefeller US Small Cap Core A RKSAX
- NAV / 1-Day Return 10.86 / +1.02 %
- Total Assets 87.5 Mil
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Adj. Expense Ratio
- Expense Ratio 1.300%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Small Blend
- Investment Style —
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 20%
USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:20 PM GMT+0
Morningstar’s Analysis RKSAX
Will RKSAX outperform in 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 —