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.
Rockefeller U.S. Small-Mid Cap ETF RSMC
Morningstar’s Analysis RSMC
Will RSMC outperform in the 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 30.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
HA Sustainable Infrastructure Capital Inc | 3.70 | 27M | Financial Services |
FirstCash Holdings Inc | 3.67 | 27M | Financial Services |
StoneX Group Inc | 3.26 | 24M | Financial Services |
RadNet Inc | 3.21 | 24M | Healthcare |
PJT Partners Inc Class A | 2.96 | 22M | Financial Services |
InterDigital Inc | 2.84 | 21M | Technology |
Ollie's Bargain Outlet Holdings Inc | 2.73 | 20M | Consumer Defensive |
BJ's Wholesale Club Holdings Inc | 2.71 | 20M | Consumer Defensive |
Warner Music Group Corp Ordinary Shares - Class A | 2.70 | 20M | Communication Services |
Jones Lang LaSalle Inc | 2.63 | 19M | Real Estate |