Key stats
About Tidal Trust III Rockefeller Global Equity ETF
Expense ratio
0.55%
Home page
Inception date
Oct 25, 2024
RGEF focuses on a diverse range of global equity securities, mainly targeting larger, established companies while remaining open to investing in firms of varying sizes. The fund seeks to maintain a balanced mix of US and non-US firms, utilizing MSCIs classification framework. While the emphasis is on developed markets, RGEF retains the flexibility to allocate up to 30% of its assets to emerging and frontier markets. The funds selection process involves an evaluation of each companys financial stability, employing a bottom-up approach that identifies firms with strong returns on capital, competitive advantages, and attractive valuations. The Sub-Adviser adopts an investment style that looks for undervalued equities across diverse sectors without confining itself to specific industries. This strategy is designed to pursue long-term capital growth, with portfolio adjustments made as needed to secure gains, mitigate losses, or take advantage of more promising investment opportunities.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Producer Manufacturing
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.