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
Mid-Cap Growth
	Expense Ratio 0.75%	TTM Yield 0.0%	3yr Sharpe -	YTD Return -5.2%	3yr Return -	1yr Return -	Total Assets $713M	6M Money Flow -$7M

Global Large-Stock Blend
	Expense Ratio 0.55%	TTM Yield 0.0%	3yr Sharpe -	YTD Return 3.4%	3yr Return -	1yr Return -	Total Assets $655M	6M Money Flow -$70M

High Yield Muni
	Expense Ratio 0.55%	TTM Yield 0.0%	3yr Sharpe -	YTD Return 0.7%	3yr Return -	1yr Return -	Total Assets $139M	6M Money Flow $72M

Muni California Intermediate
	Expense Ratio 0.55%	TTM Yield 0.0%	3yr Sharpe -	YTD Return 0.4%	3yr Return -	1yr Return -	Total Assets $17M	6M Money Flow $3M

Muni New York Intermediate
	Expense Ratio 0.55%	TTM Yield 0.0%	3yr Sharpe -	YTD Return 0.0%	3yr Return -	1yr Return -	Total Assets $5M	6M Money Flow $2M