Rockefeller Asset Management

Found total of 5 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.

Name	Expense Ratio ▲	TTM Yield	3yr Sharpe	YTD Return	3yr Return	1yr Return	Total Assets	6M Money Flow
Global Large-Stock Blend
	Expense Ratio 0.55%	TTM Yield 0.0%	3yr Sharpe -	YTD Return 3.1%	3yr Return -	1yr Return -	Total Assets $647M	6M Money Flow -$92M

High Yield Muni
	Expense Ratio 0.55%	TTM Yield 0.0%	3yr Sharpe -	YTD Return -1.4%	3yr Return -	1yr Return -	Total Assets $157M	6M Money Flow $68M

Muni California Long
	Expense Ratio 0.55%	TTM Yield 0.0%	3yr Sharpe -	YTD Return -1.1%	3yr Return -	1yr Return -	Total Assets $14M	6M Money Flow $141K

Muni New York Long
	Expense Ratio 0.55%	TTM Yield 0.0%	3yr Sharpe -	YTD Return -1.3%	3yr Return -	1yr Return -	Total Assets $12M	6M Money Flow $10M

Mid-Cap Growth
	Expense Ratio 0.75%	TTM Yield 0.0%	3yr Sharpe -	YTD Return -6.0%	3yr Return -	1yr Return -	Total Assets $696M	6M Money Flow $554K