What does RSMC track?

RSMC is the Rockefeller U.S. Small-Mid Cap ETF, a Other ETF.

What is the expense ratio of RSMC?

Expense ratio data for RSMC is shown on the page when available from our data provider.

What are the largest holdings in RSMC?

Top holdings include HASI, U.S. Bank Money Market Deposit Account 06/01/2031, RDNT, FCFS, SNEX.

How can PortView analyze RSMC overlap with other ETFs?

PortView computes the holdings overlap between RSMC and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Rockefeller U.S. Small-Mid Cap (RSMC) ETF Holdings & Analysis

ETFOther

$28.36+0.86%

1-year price historyRange $24.25 – $29.58

52-week range$28.36

$24.17$29.63

What RSMC does

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.

Fund profile

Top holdings

	Holding	Weight
	HA Sustainable Infrastructure Capital Inc	3.96%
	U.S. Bank Money Market Deposit Account 06/01/2031	3.95%
	RadNet Inc	3.75%
	FirstCash Holdings Inc	3.64%
	StoneX Group Inc	3.32%
	Jones Lang LaSalle Inc	2.96%
	TD SYNNEX Corp	2.85%
	Korn Ferry	2.72%
	InterDigital Inc	2.71%
	BJ's Wholesale Club Holdings Inc	2.61%

Geographic allocation

United States	96.07%
Other	3.93%

PortView Portfolio Insights

PortView analyzes how RSMC fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does RSMC track?: RSMC is the Rockefeller U.S. Small-Mid Cap ETF, a Other ETF.
What is the expense ratio of RSMC?: Expense ratio data for RSMC is shown on the page when available from our data provider.
What are the largest holdings in RSMC?: Top holdings include HASI, U.S. Bank Money Market Deposit Account 06/01/2031, RDNT, FCFS, SNEX.
How can PortView analyze RSMC overlap with other ETFs?: PortView computes the holdings overlap between RSMC and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.