RSMC
+0.34 · +1.32%
$26.27 · NYSE ARCA

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

Rockefeller Asset Management · USA
AUM:$718.8M
#– of – in Small Growth 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 6.5% over the past year, showing positive momentum.

What is RSMC?

Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowing for investment purposes) in equity securities of U. The manager considers small- and mid-capitalization companies to be those companies having a market capitalization range within the range of companies comprising the Russell 2500® Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
RSMC returned 6.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 34.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$718.8M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings45
Inception DateOct 2024
Domicile
Distribution
Index
ProviderRockefeller Asset Management
Beta
CategorySmall Growth
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.2%
1Y
+7.6%
3Y
+12.9%
5Y
+12.9%
OpenBook InsightIf you had invested £10,000 in RSMC 5 years ago, it would have grown to £11,291 — a gain of £1,291.

Annual Returns

Calendar year performance

RSMC delivered positive returns in 2 of the last 3 calendar years.
YearRSMC
2026 YTD+12.3%
2025-0.7%
2024+0.7%
CAGR 2yr-0.0%
2/3 positive yearsAvg return: +4.1%Worst year: -0.7% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.0%
Low
Momentum
+3.2%
30-day change
Support Level
28.61
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.