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RSMC - ETF AI Analysis

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RSMC

Rockefeller U.S. Small-Mid Cap ETF (RSMC)

Rating:68Neutral
Price Target:
RSMC, the Rockefeller U.S. Small-Mid Cap ETF, has a solid overall rating driven mainly by strong, profitable holdings like InterDigital, Jones Lang Lasalle, SEI Investments, and FirstCash, which show healthy growth, positive earnings calls, and supportive technical trends. At the same time, weaker names such as Primo Brands and StoneX Group, with profitability and cash flow challenges, modestly weigh on the fund’s quality. The main risk factor is exposure to smaller companies where leverage, cash flow issues, and segment-specific challenges can make performance more volatile.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, suggesting its strategy has recently worked well for investors.
Leading Holdings Showing Strong Momentum
Several of the largest positions, such as StoneX Group, TD SYNNEX, and Aaon, have posted strong year-to-date results, helping drive the fund’s overall performance.
Broad Sector Diversification Within the U.S.
Holdings spread across industrials, financials, technology, consumer, health care, and other sectors help reduce the impact if any single industry faces a downturn.
Negative Factors
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Short-Term Performance Weakness
The ETF has recently slipped over the past month, which may signal near-term volatility or a pause in its upward trend.
Concentrated in U.S. Small- and Mid-Cap Stocks
With almost all assets in U.S. companies and a focus on smaller and mid-sized firms, the fund is more exposed to domestic economic swings and can be more volatile than broader, more global funds.

RSMC vs. SPDR S&P 500 ETF (SPY)

RSMC Summary

The Rockefeller U.S. Small-Mid Cap ETF (RSMC) focuses on U.S. small and mid-sized companies, aiming to capture the growth of businesses that sit outside the big-name large caps. It doesn’t track a single index, but follows an “extended market” theme, spreading investments across many sectors like industrials, financials, and technology. Well-known holdings include TD SYNNEX and BJ’s Wholesale Club. Investors might consider RSMC for growth potential and diversification beyond the usual blue-chip stocks. However, small and mid-sized companies can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The Rockefeller U.S. Small-Mid Cap ETF (RSMC) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it’s actively managed, which typically involves more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Rockefeller U.S. Small-Mid Cap ETF (RSMC) could benefit from economic growth and innovation in the U.S., particularly in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and economic slowdowns that could impact consumer spending and financial sector performance. Regulatory changes or shifts in market sentiment toward small and mid-cap stocks could also influence its future performance.

RSMC Top 10 Holdings

RSMC leans into U.S. small and mid-caps with a clear tilt toward industrials, financials, and niche tech names, and that mix is shaping returns. Tech-focused InterDigital and IT distributor TD SYNNEX have been rising steadily, giving the fund a helpful tailwind, while health-care player RadNet has recently sprinted higher and added extra spark. On the flip side, StoneX and Primo Brands have been more mixed to lagging, occasionally acting like sandbags on performance. With all holdings U.S.-based and no single mega-cap giant, the story here is diversified, homegrown growth with a few standout overachievers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
HASI3.93%$30.70M$5.14B41.64%
70
Outperform
FirstCash3.69%$28.78M$9.51B48.85%
74
Outperform
Radnet3.65%$28.49M$5.87B3.97%
63
Neutral
StoneX Group3.26%$25.46M$8.28B51.16%
58
Neutral
InterDigital3.14%$24.53M$8.65B23.35%
76
Outperform
Jones Lang Lasalle3.08%$24.08M$17.39B23.71%
79
Outperform
TD SYNNEX Corporation2.87%$22.43M$20.31B71.52%
73
Outperform
Korn Ferry2.86%$22.34M$4.43B16.37%
73
Outperform
Bj's Wholesale Club Holdings2.52%$19.67M$11.44B-7.25%
71
Outperform
ONE Gas2.51%$19.57M$5.00B3.88%
69
Neutral

RSMC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.54
Positive
100DMA
28.23
Positive
200DMA
27.03
Positive
Market Momentum
MACD
-0.05
Positive
RSI
48.26
Neutral
STOCH
37.91
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.91, equal to the 50-day MA of 28.54, and equal to the 200-day MA of 27.03, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 48.26 is Neutral, neither overbought nor oversold. The STOCH value of 37.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RSMC.

RSMC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$764.07M0.75%
68
Neutral
$724.68M0.62%
64
Neutral
$528.44M0.75%
70
Outperform
$279.04M0.55%
68
Neutral
$211.06M0.68%
69
Neutral
$182.90M0.38%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RSMC
Rockefeller U.S. Small-Mid Cap ETF
28.60
2.00
7.52%
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
SMIZ
Zacks Small/Mid Cap ETF
RNIN
Bushido Capital US SMID Cap Equity ETF
ASCE
Allspring SMID Core ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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