Rockefeller U.S. Small-Mid Cap ETF RSMC

Medalist Rating as of | See Rockefeller Investment Hub

Morningstar’s Analysis RSMC

Will RSMC outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings RSMC

  • 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

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