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RGEF
+2.06 · +7.03%
$31.42 · NYSE ARCA

Rockefeller Global Equity ETF (RGEF) ETF Analysis | Global Large-Stock Blend

Rockefeller Asset Management · USA
AUM:$777.9M
#– of – in Global Large-Stock Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 24.8% over the past year, reflecting strong price momentum.

What is RGEF?

The fund invests at least 80% of the fund"s net assets (plus the amount of borrowings, if any, for investment purposes) in global equity securities. It will invest primarily in securities of companies domiciled in developed markets, but may invest up to 30% of its net assets in securities of companies domiciled in emerging and frontier markets.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
RGEF delivered 24.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 32.9% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.88% — modest income alongside capital growth potential.
ETF Information
AUM$777.9M
Expense Ratio0.00%
Dividend Yield0.88%
Holdings50
Inception DateOct 2024
Domicile–
Distribution–
Index–
ProviderRockefeller Asset Management
Beta–
CategoryGlobal Large-Stock Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.1%
1Y
+23.1%
3Y
+42.4%
5Y
+42.4%
OpenBook InsightIf you had invested £10,000 in RGEF 5 years ago, it would have grown to £14,240 — a gain of £4,240.

Annual Returns

Calendar year performance

RGEF delivered positive returns in 2 of the last 3 calendar years.
YearRGEF
2026 YTD+14.2%
2025+25.1%
2024-1.2%
CAGR 2yr+11.2%
2/3 positive yearsAvg return: +12.7%Worst year: -1.2% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.8%
Low
Momentum
+2.8%
30-day change
Support Level
34.87
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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