Rockefeller

Statistics as of May 01, 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
-1.9%
3yr Return
-
1yr Return
-
Total Assets
$136M
6M Money Flow
-
Small Blend
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.9%
3yr Return
-
1yr Return
5.3%
Total Assets
$94M
6M Money Flow
-$896K
Global Small/Mid Stock
Expense Ratio
0.99%
TTM Yield
0.2%
3yr Sharpe
0.10
YTD Return
1.3%
3yr Return
20.5%
1yr Return
4.7%
Total Assets
$83M
6M Money Flow
-$10M