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Nasdaq - Delayed Quote USD

RMB Mendon Financial Services A (RMBKX)

46.93
+0.35
+(0.75%)
At close: 8:04:09 PM EDT
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  • Previous Close 46.58
  • YTD Return 0.94%
  • Expense Ratio 1.38%
  • Category Financial
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 197.85M
  • Beta (5Y Monthly) 1.01
  • Yield 1.15%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.58
  • Inception Date Feb 1, 2017

The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of U.S. companies that are in the financial services industry. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in mid, small and micro capitalization financial services companies.

RMB Funds

Fund Family

Financial

Fund Category

197.85M

Net Assets

2017-02-01

Inception Date

More about RMB Mendon Financial Services A

Performance Overview: RMBKX

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Trailing returns as of 3/27/2025. Category is Financial.

YTD Return

RMBKX
0.94%
Category
23.64%
 

1-Year Return

RMBKX
28.90%
Category
61.45%
 

3-Year Return

RMBKX
0.79%
Category
10.74%
 

5-Year Return

RMBKX
11.70%
Category
14.55%
 

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Holdings: RMBKX

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Sector Weightings

SectorRMBKX
Financial Services   100.00%
Real Estate   0.00%
Consumer Cyclical   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Technology   0.00%
Communication Services   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
View More

Recent News: RMBKX

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Research Reports: RMBKX

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