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Rmb Mendon Financial Services Fund Class A (RMBKX)

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48.00 -0.27    -0.56%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  RMB Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 56.64M
RMB Mendon Financial Services A 48.00 -0.27 -0.56%

Rmb Mendon Financial Services Fund Class A Overview

 
Find basic information about the Rmb Mendon Financial Services Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add RMBKX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US74968B4077)
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Rating
1-Year Change29.24%
Prev. Close48.27
Risk Rating
TTM Yield1.16%
ROE5.45%
IssuerRMB Funds
Turnover28%
ROA0.52%
Inception Date36318
Total Assets56.64M
Expenses1.40%
Min. Investment2,500
Market Cap1.06B
CategoryFinancial
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1110 1163 1365 1033 1532 2690
Fund Return 10.98% 16.34% 36.53% 1.07% 8.9% 10.4%
Place in category 80 13 70 71 55 23
% in Category 77 8 70 75 63 40

Top Equity Funds by RMB Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  RMB A 86.71M 12.33 5.69 10.66
  RMB Mendon Financial Services Fund 16.9M 10.36 0.32 9.57

Top Funds for Financial Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  JNL/Mellon Capital Financial Sectoa 1.39B 9.90 4.64 9.55
  Fidelity Select Brokerage & Invmt 1.04B 21.73 11.77 12.50
  Fidelity Select Insurance Port 919.51M 29.12 19.03 13.48
  T. Rowe Price Financial Services 873.97M 21.78 9.41 12.10
  Vanguard Financials Index Adm 839.64M 20.85 8.22 11.36

Top Holdings

Name ISIN Weight % Last Change %
  Equity Bancshares Inc US29460X1090 7.36 41.97 -0.99%
  Primis Financial US74167B1098 6.00 11.12 -0.89%
  The First Bancshares US3189161033 5.05 32.79 -1.09%
USCB Financial Holdings Inc Ordinary Shares - Class A - 4.84 - -
  First Horizon National US3205171057 4.62 16.99 -1.16%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Strong Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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