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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 35.10 +0.03% Oct 29, 20240.55% $755.6M
RSMC Rockefeller U.S. Small-Mid Cap ETF 28.96 +0.18% Oct 14, 20240.75% $722.7M
RMCA Rockefeller California Municipal Bond ETF 23.92 -0.23% Aug 13, 20240.55% $14.7M
RMOP Rockefeller Opportunistic Municipal Bond ETF 25.02 -0.08% Aug 13, 20240.55% $209.8M

Complete Fund List

# ETF Price Today ExpenseYield (TTM)YTD1Y
1 RGEF Rockefeller Global Equity ETF 35.10 +0.03% 0.55%0.95% +14.45% +22.91%
2 RSMC Rockefeller U.S. Small-Mid Cap ETF 28.96 +0.18% 0.75% +14.48% +9.79%
3 RMOP Rockefeller Opportunistic Municipal Bond ETF 25.02 -0.08% 0.55%5.22% +0.04% +3.60%
4 RMCA Rockefeller California Municipal Bond ETF 23.92 -0.23% 0.55%4.43% -0.80% +2.03%

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

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)International BondsGovernment BondsTreasury BondsCorporate BondsHigh Yield BondsMunicipal BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareMaterialsIndustrialsClean EnergyInfrastructure

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsInverseLeveraged

Style & Size

GrowthU.S. Large CapValueU.S. Small CapU.S. Mid CapTotal Market