Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Global Category			Portfolio Date Sustainability Rating
Rockhold Active Adventurous	Aggressive Allocation	Above Average	Above Average	2026-05-27 00:00:00
Rockhold Active Balanced	Moderate Allocation	Average	Below Average	2026-05-27 00:00:00
Rockhold Active Balanced Growth	Aggressive Allocation	Above Average	Average	2026-05-27 00:00:00
Rockhold Active Cautious	Cautious Allocation	Average	Average	2026-05-27 00:00:00
Rockhold Active Cautious Balanced	Moderate Allocation	Average	Average	2026-05-27 00:00:00
Rockhold Active Growth	Aggressive Allocation	Above Average	Average	2026-05-27 00:00:00
Rockhold Fund Blend Adventurous	Aggressive Allocation	Above Average	Above Average	2026-05-27 00:00:00
Rockhold Fund Blend Balanced	Moderate Allocation	Average	Below Average	2026-05-27 00:00:00
Rockhold Fund Blend Balanced Growth	Aggressive Allocation	Above Average	Average	2026-05-27 00:00:00
Rockhold Fund Blend Cautious	Cautious Allocation	Average	Average	2026-05-27 00:00:00
Rockhold Fund Blend Cautious Balanced	Moderate Allocation	Average	Below Average	2026-05-27 00:00:00
Rockhold Fund Blend Growth	Aggressive Allocation	Above Average	Average	2026-05-27 00:00:00
Rockhold Fund Blend Very Cautious	Cautious Allocation	Average	Average	2026-05-27 00:00:00
Rockhold Hybrid Adventurous	Aggressive Allocation	Above Average	Above Average	2026-05-27 00:00:00
Rockhold Hybrid Balanced	Moderate Allocation	Average	Below Average	2026-05-27 00:00:00
Rockhold Hybrid Balanced Growth	Aggressive Allocation	Above Average	Average	2026-05-27 00:00:00
Rockhold Hybrid Cautious	Cautious Allocation	Average	Average	2026-05-27 00:00:00
Rockhold Hybrid Cautious Balanced	Moderate Allocation	Average	Average	2026-05-27 00:00:00
Rockhold Hybrid Growth	Aggressive Allocation	Above Average	Average	2026-05-27 00:00:00
Rockhold Income	Moderate Allocation	Above Average	Below Average	2026-05-27 00:00:00

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