RGEF

Rockefeller Global Equity ETF

$30.11

+0.00%

Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The Rockefeller Global Equity ETF (RGEF) seeks to provide long-term capital appreciation by investing in a diversified portfolio of global equity securities.

Overview

ETF tracking Rockefeller Global Equity ETF

Category International

Issuer Other

Inception Date 2024-10-28

Market Cap $746.9M

Average Volume N/A

Dividend Yield 0.99%

52-Week Range $22.32 - $30.59

VWAP $30.04

Performance

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Investment Summary

📎 Investment Objective

The Rockefeller Global Equity ETF (RGEF) seeks to provide long-term capital appreciation by investing in a diversified portfolio of global equity securities.

🎯 Investment Strategy

The fund aims to achieve its objective by investing primarily in stocks of companies located in developed and emerging market countries around the world. The portfolio is actively managed, with the goal of outperforming the global equity market over the long term.

✨ Key Features

Actively managed global equity portfolio
Diversified exposure to developed and emerging market stocks
Potential for higher returns compared to broad global equity indexes
Relatively high risk profile due to exposure to global equity markets

⚠️ Primary Risks

Market risk: The value of the fund's holdings can fluctuate due to general market conditions
Currency risk: Investments in non-U.S. securities are subject to risks from currency value fluctuations
Emerging markets risk: Investing in emerging markets may be subject to greater political, economic, and liquidity risks
Active management risk: The fund's performance could trail that of the overall equity market if the manager's investment decisions are not successful

👤 Best For

The Rockefeller Global Equity ETF may be suitable for long-term investors seeking exposure to global equity markets and the potential for higher returns, but who also have a higher risk tolerance and can withstand the volatility associated with investing in international and emerging market stocks.