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Upturn AI Summary
Rockefeller Global Equity ETF(RGEF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RGEF
10/28/2026: RGEF (2-star) is a SELL. SELL for 5 days. Simulated Profits (-4.51%). Updated daily EoD!
The Rockefeller Global Equity ETF (RGEF) provides actively managed, long-term capital growth through a diversified global equity portfolio. By combining fundamental research with the flexibility to move across US, developed, and emerging markets, it seeks to identify high-quality companies often overlooked by passive benchmarks. While it offers institutional-grade strategy and diversification, it carries a higher expense ratio than passive counterparts, and investors must be prepared for the risks associated with active concentration and global market volatility. It is best suited for long-term investors seeking active alpha generation rather than passive market returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund's focus on long-term capital appreciation aligns with growth-oriented investment goals. |
| Momentum investor | Mixed fit | Active management may not capture short-term momentum as effectively as index-based tactical funds. |
| Value investor | Strong fit while signal remains positive | The fund explicitly evaluates companies based on attractive valuations and fundamental financial stability. |
| Dividend/Income investor | Mixed fit | While it yields some income, the primary objective is capital growth rather than high current yield. |
| Low-risk investor | Weak fit | As a global equity fund, it inherently carries market and volatility risks unsuitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term growth who value active management and institutional research over simple index tracking.
Suitability
Best for long-term investors willing to pay a premium for active management and who have a higher tolerance for tracking error versus the broader market.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Global equity markets fluctuate significantly based on economic conditions. |
| Market risk | High | The entire portfolio is susceptible to broad economic downturns in domestic and foreign markets. |
| Concentration | Medium | Holding 45-75 names means individual stock performance has a meaningful impact on results. |
| Tracking/expense | Medium | The 0.55% expense ratio is higher than passive alternatives, requiring active alpha to compensate. |
| Liquidity | Medium | Exposure to emerging and frontier markets can occasionally lead to lower liquidity in specific holdings. |
| Business/sector quality | Low | The management's fundamental approach aims to mitigate this risk by selecting high-quality companies. |
Risk Analysis
Volatility
RGEF exhibits volatility typical of global equity markets, with additional risk derived from its active concentration and exposure to frontier markets.
Market Risk
The fund is subject to systematic risk in both US and international markets, including currency risk and political instability in emerging/frontier economies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equity | 59.4 | Provides majority exposure to the largest and most liquid global market. |
| Geography | International Developed Markets (Japan, UK, Europe) | 31.5 | Offers geographic diversification across stable, developed global economies. |
| Geography | Emerging and Frontier Markets | 9.1 | Provides growth potential through exposure to developing economic regions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 8.53% | Avg. Invested days 63 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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