Nasdaq - Delayed Quote USD

RMB Mendon Financial Services C (RMBNX)

41.77
+0.16
+(0.38%)
As of 8:09:27 AM EDT. Market Open.
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  • Previous Close 41.61
  • YTD Return -9.68%
  • Expense Ratio 2.14%
  • Category Financial
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 196.86M
  • Beta (5Y Monthly) 1.02
  • Yield 0.77%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.30
  • Inception Date Apr 29, 2005

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

196.86M

Net Assets

2005-04-29

Inception Date

Performance Overview: RMBNX

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Trailing returns as of 5/14/2025. Category is Financial.

YTD Return

RMBNX
9.68%
Category
23.64%
 

1-Year Return

RMBNX
18.27%
Category
61.45%
 

3-Year Return

RMBNX
1.59%
Category
10.74%
 

5-Year Return

RMBNX
14.88%
Category
14.55%
 

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Holdings: RMBNX

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Sector Weightings

SectorRMBNX
Real Estate   1.19%
Technology   0.47%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: RMBNX

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Research Reports: RMBNX

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