RMBBX Mutual Fund

RMBBX Mutual Fund (RMB Small Cap Fund) is managed by RMB Funds with $128.1M in net assets. RMBBX expense ratio is 0.96%, holding 51 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2002-08-30.

RMBBX performance shows a YTD return of -1.31%. The 1-year return is 8.14% and the 5-year return is 1.94%. RMBBX dividend yield stands at 6.00%, paid annually.

RMBBX top holdings include Curtiss-wright Corp (4.4%), Monolithic Power Systems Inc Mpwr Us Equity (4.3%), Stifel Finl Corp (3.7%), Eagle Materials Inc (3.5%), Trico Bancshares Common Stock (3.4%). Go to all RMBBX holdings, RMBBX sectors, or RMBBX dividends.

RMBBX can be compared against other funds. Use RMBBX overlap to find shared positions, or RMBBX vs another fund for a side-by-side view. RMBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.