RSMC
Rockefeller U.S. Small-Mid Cap ETF
📎 Investment Objective
The Rockefeller U.S. Small-Mid Cap ETF (RSMC) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Rockefeller U.S. Small-Mid Cap Index.
Overview
ETF tracking Rockefeller U.S. Small-Mid Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Rockefeller U.S. Small-Mid Cap ETF (RSMC) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Rockefeller U.S. Small-Mid Cap Index.
🎯 Investment Strategy
The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the Rockefeller U.S. Small-Mid Cap Index. The index is composed of small and mid-capitalization U.S. equities.
✨ Key Features
- Provides exposure to a diversified portfolio of small and mid-cap U.S. stocks
- Employs a passive, index-tracking investment strategy
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Concentration risk: The ETF's performance may be more volatile due to its focus on small and mid-cap stocks
- Liquidity risk: Small and mid-cap stocks may be less liquid than large-cap stocks, which could impact the ETF's ability to sell positions
- Tracking error risk: The ETF may not perfectly track the performance of its underlying index
👤 Best For
The Rockefeller U.S. Small-Mid Cap ETF may be suitable for investors seeking broad exposure to the small and mid-cap segment of the U.S. equity market as part of a diversified portfolio. Due to the fund's limited performance history, it may be more appropriate for investors with a longer-term investment horizon and a higher risk tolerance.