Rockefeller Mutual Funds
Rockefeller Funds List
1 to 4 of 4 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Rockefeller Climate Solutions A | RKCAX | Global Small/Mid Stock | 8.23% | 31 | 1.240% | Below Average | Front Load | $2,500 | ||
Rockefeller Climate Solutions Instl | RKCIX | Global Small/Mid Stock | 8.44% | 31 | 0.990% | Below Average | Institutional | $1.0 Mil | ||
Rockefeller US Small Cap Core A | RKSAX | Small Blend | — | — | 4.52% | 90 | 1.300% | Above Average | Front Load | $2,500 |
Rockefeller US Small Cap Core I | RKSIX | Small Blend | — | — | 4.71% | 89 | 1.050% | Above Average | Institutional | $1.0 Mil |
Rockefeller Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank