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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 that reflects a mix of strong core holdings and some names with financial or valuation challenges. Standout contributors like Badger Meter, TD SYNNEX, and Korn Ferry support the fund with robust financial performance, positive earnings calls, and strategic growth initiatives, while holdings such as Radnet and StoneX Group introduce some drag due to profitability, leverage, and cash flow concerns. The main risk factor is exposure to companies with high leverage, valuation pressures, or liquidity issues, which can increase volatility in a concentrated small- and mid-cap portfolio.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive momentum in its strategy.
Leading Holdings Performing Well
Several of the largest positions, including StoneX Group, TD SYNNEX, and Stride, have shown strong year-to-date performance, helping support the fund’s returns.
Focused but Varied Sector Mix
Holdings are spread across multiple sectors such as industrials, financials, technology, and consumer-related areas, which helps avoid relying on just one industry.
Negative Factors
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.
Concentration in Top Holdings
The largest positions each take up a noticeable share of the portfolio, increasing the impact if any of these companies run into trouble.
U.S.-Only Geographic Exposure
With almost all assets invested in U.S. companies, the ETF offers little diversification across different countries and economies.

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, rather than the big household-name stocks in major indexes. It does not track a specific index, but targets the “extended market,” with a mix of industrial, financial, technology, and consumer businesses. Well-known names include BJ’s Wholesale Club and TD SYNNEX. Investors might consider RSMC for growth potential and added diversification beyond large caps. However, smaller companies can be more volatile, so the ETF’s value can go 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 heavily into U.S. industrials, financials, and tech, and its story starts with a few clear leaders. StoneX Group and TD SYNNEX have been rising steadily, acting like twin engines for the fund, while Stride adds extra lift with strong momentum. FirstCash and InterDigital are also pulling their weight with solid, if steadier, gains. On the other side, Radnet and Casella Waste have been lagging, creating a bit of drag. Overall, this is a U.S.-only play on smaller, nimble companies rather than the usual big-tech giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
FirstCash4.94%$38.23M$10.11B77.46%
74
Outperform
StoneX Group4.72%$36.52M$9.26B96.52%
58
Neutral
HASI3.77%$29.18M$5.24B49.58%
70
Outperform
TD SYNNEX Corporation3.34%$25.82M$18.56B84.84%
73
Outperform
Bj's Wholesale Club Holdings3.14%$24.31M$11.93B-14.69%
71
Outperform
Radnet2.87%$22.23M$4.40B-7.48%
63
Neutral
Sterling Infrastructure2.74%$21.18M$26.12B354.10%
71
Outperform
Casella Waste2.73%$21.14M$5.40B-24.37%
69
Neutral
DigitalOcean Holdings2.71%$20.95M$16.25B414.77%
73
Outperform
Aaon2.67%$20.70M$10.95B26.15%
62
Neutral

RSMC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.28
Positive
100DMA
26.30
Positive
200DMA
26.09
Positive
Market Momentum
MACD
0.51
Positive
RSI
61.60
Neutral
STOCH
51.83
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 27.71, equal to the 50-day MA of 26.28, and equal to the 200-day MA of 26.09, indicating a bullish trend. The MACD of 0.51 indicates Positive momentum. The RSI at 61.60 is Neutral, neither overbought nor oversold. The STOCH value of 51.83 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
$766.68M0.75%
68
Neutral
$733.61M0.62%
65
Neutral
$466.73M0.75%
69
Neutral
$249.58M0.55%
69
Neutral
$227.41M0.65%
68
Neutral
$175.20M1.10%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RSMC
Rockefeller U.S. Small-Mid Cap ETF
28.09
2.32
9.00%
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
SMIZ
Zacks Small/Mid Cap ETF
NBSM
Neuberger Berman Small-Mid Cap ETF
MGMT
Ballast Small/Mid Cap 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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