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RMB I (RMBGX)

33.26
+0.11
+(0.33%)
At close: 8:02:10 PM EDT

Fund Summary

The fund pursues its investment objective by investing in a diverse portfolio primarily consisting of common stocks of U.S. companies. It generally invests in high quality companies of all market capitalizations with a focus on businesses that have sustainable, long term competitive advantages.

RMB I

New York, NY 10019
1325 Avenue Of The Americas 26th Floor
212-603-7510

Fund Overview

Category Large Growth
Fund Family RMB Funds
Net Assets 111.92M
YTD Return 0.34%
Yield 0.10%
Morningstar Rating
Inception Date Feb 01, 2017

Fund Operations

Last Dividend 0.04
Last Cap Gain 56.00
Holdings Turnover 10.00%
Average for Category --

Fees & Expenses

Expense RMBGX Category Average
Annual Report Expense Ratio (net) 0.99% 0.99%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 0.99% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John O’Connor joined IronBridge in 2006. Prior to joining IronBridge, John began working with HOLT Value Associates, L.P. in 2000 and later at Credit Suisse, where he was a sector specialist responsible for U.S. consumer discretionary stocks. Previously, he worked as a mutual fund analyst for both First Union Securities and The Windsor Group, Ltd. John received his B.S. in Finance from Butler University in 1996, graduated with honors from Northwestern's Kellogg School of Management in 2005, and is a CFA charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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