Rockefeller

Statistics as of Apr 02, 2025

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Found total of 3 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
High Yield Muni
Expense Ratio
2.20%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
-
Total Assets
$113M
6M Money Flow
-
Small Blend
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.0%
3yr Return
-
1yr Return
1.7%
Total Assets
$100M
6M Money Flow
$5M
Global Small/Mid Stock
Expense Ratio
0.99%
TTM Yield
0.2%
3yr Sharpe
-0.11
YTD Return
-0.5%
3yr Return
7.6%
1yr Return
1.7%
Total Assets
$81M
6M Money Flow
-$9M