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Nasdaq - Delayed Quote USD

RMB C (RMBJX)

23.56
+0.08
+(0.34%)
At close: 8:02:10 PM EDT
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  • Previous Close 23.48
  • YTD Return 0.20%
  • Expense Ratio 1.99%
  • Category Large Growth
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 111.92M
  • Beta (5Y Monthly) 0.90
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.00
  • Inception Date Feb 1, 2017

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 Funds

Fund Family

Large Growth

Fund Category

111.92M

Net Assets

2017-02-01

Inception Date

More about RMB C

Performance Overview: RMBJX

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Trailing returns as of 3/31/2025. Category is Large Growth.

YTD Return

RMBJX
0.20%
Category
12.38%
 

1-Year Return

RMBJX
7.18%
Category
41.70%
 

3-Year Return

RMBJX
5.04%
Category
22.56%
 

5-Year Return

RMBJX
11.34%
Category
21.98%
 

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Holdings: RMBJX

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Sector Weightings

SectorRMBJX
Technology   35.66%
Financial Services   16.26%
Consumer Cyclical   13.83%
Healthcare   12.51%
Communication Services   9.38%
Industrials   6.53%
Consumer Defensive   2.40%
Energy   2.15%
Real Estate   1.29%
Basic Materials   0.00%
Utilities   0.00%
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Recent News: RMBJX

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Research Reports: RMBJX

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