RKSIX Mutual Fund (Rockefeller US Small Cap Core Fund Class I) is managed by Rockefeller Capital Management with $106.5M in net assets. RKSIX expense ratio is 1.05%, holding 44 positions across sectors including Industrials, Financials, Health Care. Inception date: 2023-07-31.

RKSIX performance shows a YTD return of 18.14%. The 1-year return is 19.86%. RKSIX dividend yield stands at 4.80%, paid annually.

RKSIX 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 RKSIX holdings, sector breakdown, or dividend history.

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