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Rockefeller Capital Management

4 active ETFs · $1.70B in assets · average expense ratio 0.60% · first fund Aug 13, 2024.

International (3)International Bonds (2)Municipal Bonds (2)Active ETFs (2)Bonds (all) (2)U.S. Mid Cap (1)Developed Markets (1)Frontier Markets (1)Global (1)

Newest Funds

ETF Price Today ListedExpenseAUM
RGEF Rockefeller Global Equity ETF 34.25 -1.20% Oct 29, 20240.55% $755.6M
RSMC Rockefeller U.S. Small-Mid Cap ETF 27.61 -0.82% Oct 14, 20240.75% $722.7M
RMCA Rockefeller California Municipal Bond ETF 23.30 0.00% Aug 13, 20240.55% $14.7M
RMOP Rockefeller Opportunistic Municipal Bond ETF 24.18 -0.58% Aug 13, 20240.55% $209.8M

Complete Fund List

# ETF Price Today ExpenseYield (TTM)YTD1Y
1 RGEF Rockefeller Global Equity ETF 34.25 -1.20% 0.55%0.96% +13.08% +18.90%
2 RSMC Rockefeller U.S. Small-Mid Cap ETF 27.61 -0.82% 0.75% +10.26% +6.30%
3 RMOP Rockefeller Opportunistic Municipal Bond ETF 24.18 -0.58% 0.55%5.35% -2.82% -2.11%
4 RMCA Rockefeller California Municipal Bond ETF 23.30 0.00% 0.55%4.56% -3.41% -3.41%

Market data delayed approximately 15–20 minutes unless otherwise indicated.

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)Government BondsTreasury BondsCorporate BondsHigh Yield BondsMunicipal BondsInternational BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareIndustrialsMaterialsInfrastructureClean Energy

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsLeveragedInverse

Style & Size

U.S. Large CapGrowthValueU.S. Small CapU.S. Mid CapTotal Market