RGEF – Rockefeller Global Equity ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests at least 80% of the fund’s net assets (plus the amount of borrowings, if any, for investment purposes) in global equity securities. It will invest primarily in securities of companies domiciled in developed markets, but may invest up to 30% of its net assets in securities of companies domiciled in emerging and frontier markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RGEF	Rockefeller Global Equity ETF	ETF	Open	—		Oct 25, 2024	$826.41M	0.550%	—	—	−$57.68M

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