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

The Rockefeller U.S. Small-Mid Cap ETF (RSMC) is an actively managed equity fund from Rockefeller Asset Management that seeks long-term capital appreciation.

The fund invests primarily in common stocks of small and mid-sized U.S. companies across a range of sectors. Its managers use bottom-up fundamental research to identify businesses they view as having durable competitive positions, sound balance sheets and attractive valuations.

The portfolio is relatively concentrated compared with a broad small-mid cap index, reflecting the managers' high-conviction approach. Rockefeller Asset Management is the investment arm of Rockefeller Capital Management, based in New York, and brings its in-house equity research team to the strategy.