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RSMC Stock Price, Chart, Stats & News
Rockefeller U.S. Small-Mid Cap ETF
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Rockefeller U.S. Small-Mid Cap ETF (RSMC) does not currently pay a dividend.
US Small & Mid Cap Equity
Category
0.75%
Expense ratio
717.73M
Assets
6.80%
1Y return
RSMC chart
RSMC returns
| YTD | 7.30% |
| 1Y | 6.80% |
| 1Y volatility | 14.56% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
Under normal circumstances, this fund generally commits at least 80% of its total assets (including any capital acquired through borrowing) to ownership stakes in American small and medium-sized enterprises. The management defines these small and mid-cap businesses as those whose market value falls within the spectrum of companies included in the Russell 2500 Index. Importantly, the fund maintains a non-diversified investment approach.
Top 10 RSMC holdings
| Holding | Ownership |
|---|---|
Financial Services 3.94% | |
Health care 3.56% | |
Financial Services 3.39% | |
Consumer Defensive 3.31% | |
Consumer Defensive 3.20% | |
Industrials 3.14% | |
Financial Services 3.10% | |
Industrials 3.07% | |
Communication Services 3.03% | |
Consumer Cyclical 2.75% |
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