RKSAX Mutual Fund (Rockefeller US Small Cap Core Fund Class A) is managed by Rockefeller Capital Management with $180,011.09 in net assets. RKSAX expense ratio is 1.30%, holding 44 positions across sectors including Industrials, Financials, Health Care. Inception date: 2023-07-31.

RKSAX performance shows a YTD return of 18.06%. The 1-year return is 19.68%. RKSAX dividend yield stands at 4.82%, paid annually.

RKSAX top holdings include Stonex Group Inc.[Snex] (4.3%), Ha Sustainable Infrastructure Capital Inc (3.9%), Esco Technologies Inc (3.9%), Invesco Government & Agency Portfolio, Institutional Class (3.8%), Helios Technologies Inc (3.7%). View all RKSAX holdings, sector breakdown, or dividend history.

RKSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RKSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.