Nasdaq - Delayed Quote USD

Trust for Professional Managers - Rockefeller Equity Allocation Fund (ROCKX)

7.02
-0.00
(-0.01%)
At close: September 16 at 8:01:25 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10,000
Min Subsequent Investment
1,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • JPMorgan
  • (Junk)CommonWealth PPS
  • Commonwealth Universe
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund seeks to achieve its investment objective of long-term total return from capital appreciation and income by investing its assets globally in a range of equity asset classes and, to a lesser extent, in fixed income securities, real estate and commodity linked equities (such as real estate investment trusts ("REITs") and master limited partnerships ("MLPs")), and currencies.

Fund Overview

Category World Large-Stock Blend
Fund Family Rockefeller
Net Assets 3.07M
YTD Return -17.39%
Yield 0.94%
Morningstar Rating
Inception Date Feb 04, 2015

Performance & Risk

YTD Return -17.39%
5y Average Return 3.43%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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