Rockwell Automation, Inc.

Frequently Asked Questions About ROK

What does ROK invest in?

Rockwell Automation, Inc., established in 1903 and headquartered in Milwaukee, Wisconsin, is a global leader in providing industrial automation and digital transformation solutions. The company's operations are segmented into three key areas: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment offers various hardware products such as drives, motion control systems, safety and sensing equipment, industrial components, and customized configurations. The Software & Control division provides essential control and visualization software and accompanying hardware, information management platforms, digital twin and simulation tools, and network and cybersecurity infrastructure. The Lifecycle Services segment completes its offering with expert consulting, professional implementation, and ongoing connected and maintenance support. Rockwell Automation distributes its comprehensive array of hardware, software, and services worldwide through a network of independent distributors, complemented by its direct sales force. Its extensive clientele spans diverse sectors, including discrete manufacturing (like automotive, semiconductors, and logistics), general industries (such as printing, marine, and aerospace), hybrid markets (encompassing food & beverage, life sciences, and eco-industrial applications like water management and renewable energy), and process industries (including oil & gas, mining, and chemicals).

What is the expense ratio of ROK?

An expense ratio for Rockwell Automation, Inc. (ROK) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is ROK?

Rockwell Automation, Inc. (ROK) manages $51.65B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is ROK actively managed or an index fund?

ROK's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ROK launched?

Rockwell Automation, Inc. (ROK) launched in December 1981 and is managed by the fund issuer.

How has ROK performed?

ROK's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.