Rockefeller Climate Solutions FundRKCIX

MUTUAL FUNDRockefeller
Type
Mutual fund
Peer group
Global equity
Net assets
$80.7M
Expense ratio
0.99%
1-year return
+21.9%
3 years, a year
+12.2%
5 years, a year
—
Holdings
49

What it aims to do.

The Rockefeller Climate Solutions Fund (the Climate Solutions Fund or the Fund) seeks long-term growth of capital principally through equity investments in public companies across the market capitalization spectrum offering climate change mitigation or adaptation products and services.

Top 10 holdings.

Holding% of fund
SNEX StoneX Group Inc4.47%
MLI Mueller Industries Inc4.20%
Schneider Electric SE4.09%
Sse Plc3.82%
Chubb Ltd3.50%
Halma PLC3.08%
Bureau Veritas SA2.99%
ESE ESCO Technologies Inc2.94%
TDY Teledyne Technologies Inc2.81%
Invesco Government & Agency Po2.74%

More on RKCIX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.