RKCIX Mutual Fund

RKCIX Mutual Fund (Rockefeller Climate Solutions Fund- Institutional Class Shares) is managed by Rockefeller Capital Management with $69.7M in net assets. RKCIX expense ratio is 0.99%, holding 53 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2021-07-21.

RKCIX performance shows a YTD return of 7.13%. The 1-year return is 8.08% and the 5-year return is 3.94%. RKCIX dividend yield stands at 7.34%, paid annually.

RKCIX top holdings include Mueller Industries Inc (3.8%), Stonex Group Inc (3.7%), Aaon, Inc. (3.5%), Chubb Ltd. (3.1%), Schneider Electric Se (3.0%). Go to all RKCIX holdings, RKCIX sectors, or RKCIX dividends.

RKCIX can be compared against other funds. Use RKCIX overlap to find shared positions, or RKCIX vs another fund for a side-by-side view. RKCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.