Rockefeller Climate Solutions Fund

Shareclass
Rockefeller Climate Solutions A (RKCAX)
Type
Open-end mutual fund
Sustainability mandate
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up over 2% of the portfolio. Assigned a grade of F.
F
$364,571
Prison industrial complex
1
flagged holdings
2.1%
of assets flagged
Data as of 30 Sep 2024
Flagged investments:
$364,571, 2.1% of assets
Higher risk:
$364,571, 2.1% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
0 direct stock holdings
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
1
holdings
$364,571
invested
2.1%
of portfolio
All flagged holdings
1 holdings
1 holdings
  • 1.  
     Teledyne Technologies Inc
    Border industry
    $364,571
    2.1%
Higher risk
Private prison operator
Rockefeller Climate Solutions Fund $RKCAX is 2.1% ($364,571) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on RKCAX at Morningstar.com
Current fund
RKCAX
Rockefeller Climate Solutions Fund
Family
Rockefeller
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
-5.33% less in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.25% less invested
More invested in higher risk companies, border industry 
0.87% more invested
More invested in higher risk companies 
0.84% more invested
Less invested in all screened prison industry companies 
9.53% less invested
Less invested in all screened border industry companies 
9.88% less invested
Less invested in all screened companies 
12.6% less invested
Current fund
RKCAX
Rockefeller Climate Solutions Fund
Family
Rockefeller
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
-5.33% less in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.25% less invested
More invested in higher risk companies, border industry 
0.87% more invested
More invested in higher risk companies 
0.84% more invested
Less invested in all screened prison industry companies 
9.53% less invested
Less invested in all screened border industry companies 
9.88% less invested
Less invested in all screened companies 
12.6% less invested
Current fund
RKCAX
Rockefeller Climate Solutions Fund
Family
Rockefeller
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
-5.33% less in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.25% less invested
More invested in higher risk companies, border industry 
0.87% more invested
More invested in higher risk companies 
0.84% more invested
Less invested in all screened prison industry companies 
9.53% less invested
Less invested in all screened border industry companies 
9.88% less invested
Less invested in all screened companies 
12.6% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
RKCAX - Rockefeller Climate Solutions Fund
22%
2.42%
/
/
0% 
Benchmark
ACWI - iShares MSCI ACWI ETF
26%
7.75%
11%
9.42%
<0.01% 
Fund compared to benchmark
 
-4.64%
-5.33%
/
/
<0.01%  lower
Find more financial data on RKCAX at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
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