RKSIX Mutual Fund

RKSIX Mutual Fund (Rockefeller US Small Cap Core Fund Class I) is managed by Rockefeller Capital Management with $108.4M in net assets. RKSIX expense ratio is 1.05%, holding 47 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2023-07-31.

RKSIX performance shows a YTD return of 15.82%. The 1-year return is 18.62%. RKSIX dividend yield stands at 4.89%, paid annually.

RKSIX 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 RKSIX holdings, RKSIX sectors, or RKSIX dividends.

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