RSMCRockefeller U.S. Small-Mid Cap ETF
Grow my money#1665 of 2944 for Grow my money
Seeks long-term growth of capital.
Rockefeller Global Investment Management · Since 2024 (1 year)
Annual Cost
0.75%
#3579 out of 5,332 ETFs
Fund Size
$684M
#1227 out of 5,332 ETFs
Dividend Yield
0.00%
Track Record
1 year
#3973 out of 5,332 ETFs
Performance
1 Year
+15.5%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
multi cap
Asset allocation
Stocks
96.9%
Cash
3.2%
Sector breakdown
Industrials
30.6%
Financial Services
23.0%
Technology
22.4%
Consumer Defensive
10.5%
Healthcare
5.4%
Consumer Cyclical
4.0%
Real Estate
2.1%
Utilities
2.0%
Top holdings
FirstCash Holdings IncFCFS4.7%
StoneX Group IncSNEX4.5%
HA Sustainable Infrastructure Capital IncHASI3.9%
BJ's Wholesale Club Holdings IncBJ3.8%
Badger Meter IncBMI3.5%
RadNet IncRDNT3.2%
ESCO Technologies IncESE3.0%
UL Solutions Inc Class A common stockULS2.9%
Stride IncLRN2.8%
InterDigital IncIDCC2.6%
Risk profile
Volatility (1Y)
17.3%
Moderate
Max drawdown
-22.3%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-05