RKSAX Mutual Fund

RKSAX Mutual Fund (Rockefeller US Small Cap Core Fund Class A) is managed by Rockefeller Capital Management with $183,288.54 in net assets. RKSAX expense ratio is 1.30%, holding 47 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2023-07-31.

RKSAX performance shows a YTD return of 15.72%. The 1-year return is 18.33%. RKSAX dividend yield stands at 4.92%, paid annually.

RKSAX top holdings include First Bancorp/southern Pines Nc (4.0%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (4.0%), Korn Ferry International (3.3%), Stonex Group Inc (3.2%), Stewart Information Services Corp (3.2%). Go to all RKSAX holdings, RKSAX sectors, or RKSAX dividends.

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