Rockefeller Climate Solutions Fund

Shareclass
Rockefeller Climate Solutions A (RKCAX)
Type
Open-end mutual fund
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk banks and lenders and/or major consumer brands, but no holdings flagged for our deforestation-risk agricultural commodity producer/trader screen. Assigned a grade of B.
How we track deforestation-risk investments
B
3.53%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
1
holdings flagged
3.53%
of assets flagged
This fund contains
 $611,967 invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
0 holdings
0% of assets
$0 invested
banks
Banks and lenders
0 holdings
0% of assets
$0 invested
consumers
Major consumer brands
1 holdings
3.53% of assets
$611,967 invested
No holdings icon
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
No holdings icon
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
Major consumer brands
Major consumer brands
1 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
1 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Compagnie de Saint-Gobain SA
    Timber major consumer brandPaper/pulp major consumer brand
    3.53%3.53% of portfolio
    $611,967$611,967 invested
    Timber major consumer brandPaper/pulp major consumer brand
View more info
DATA AS OF 30 Sep 2024
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: 10/31/24
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 
-5.55% less in annualized returns
Less invested in commodity producers 
0.57% less invested
Less invested in banks and lenders 
3.42% less invested
Less invested in major consumer brands 
6.37% 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: 10/31/24
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 
-5.55% less in annualized returns
Less invested in commodity producers 
0.57% less invested
Less invested in banks and lenders 
3.42% less invested
Less invested in major consumer brands 
6.37% 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: 10/31/24
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 
-5.55% less in annualized returns
Less invested in commodity producers 
0.57% less invested
Less invested in banks and lenders 
3.42% less invested
Less invested in major consumer brands 
6.37% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
RKCAX - Rockefeller Climate Solutions Fund
28%
-0.02%
/
/
0% 
Benchmark
ACWI - iShares MSCI ACWI ETF
32%
5.53%
11%
9.19%
0.57% 
Fund compared to benchmark
 
-4.15%
-5.55%
/
/
0.57%  lower
Find more financial data on RKCAX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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