The fund invests in companies worldwide that earn high returns on capital and have durable moats. Rather than simply replicating an index, it follows an active strategy in which professional managers build the portfolio using their own judgment.

It aims for long-term capital growth as a global core holding, and suits investors who want to tap Rockefeller's fundamental research capabilities.

Launched in 2024 by Rockefeller Asset Management, it is an actively managed ETF.

The fund carefully selects roughly 45 to 75 stocks based on profitability, competitive advantage, and valuation appeal. While it puts more weight on the US market, it also blends in quality stocks from developed markets such as Europe and Asia, as well as some emerging markets, to maximize performance.

• Professional research that carries on the Rockefeller family's investment heritage
• A high-conviction portfolio centered on high-quality blue-chip stocks

Assets under management (AUM) stand at $782.1M, and the expense ratio is 0.55% per year.

The fee is higher than that of a passive index fund, but it reflects the cost of active management, which aims to beat the benchmark through professional stock selection.

Supported by earnings growth at large global technology companies and the spread of the artificial intelligence theme, the fund has posted positive results. Even when market volatility rises, its focus on blue-chip stocks with solid balance sheets helps cushion the downside.

Capital is flowing in from investors seeking active global investing from a proven professional institution. In an environment where geopolitical risk and shifting monetary policy coexist, demand is strong for managing risk through global diversification.

The fund takes an active approach to global blue-chip stocks and aims to outperform the market, but investors should consider the performance dispersion and costs that come with active management.

VYMI and VIGI, shown in the table, are international equity ETFs specializing in dividends, while DFAI, DFIC, and DFAX use factor-based quantitative models. By contrast, RGEF selects stocks through Rockefeller's traditional fundamental analysis. If you would rather hold the entire global market in line with an index, VT or ACWI can be an efficient alternative.

To confirm that an active strategy infused with the Rockefeller family's investment philosophy fits your long-term investment goals, please review the following key points carefully.

In an active fund, the manager's stock-selection skill determines the final results, so investors should be fully aware that at certain times performance can differ considerably from the overall market trend or the average return.

It is an active solution suited to investors who want to build a global blue-chip portfolio grounded in professional research. For investors who wish to share in the growth of high-quality companies over the long term, it can be a reasonable alternative.