RMBKX Mutual Fund

RMBKX Mutual Fund (RMB Mendon Financial Services Fund Class A) is managed by RMB Funds with $63.2M in net assets. RMBKX expense ratio is 1.33%, holding 49 positions across sectors including Financials. Inception date: 1999-06-07.

RMBKX performance shows a YTD return of 20.20%. The 1-year return is 39.90% and the 5-year return is 9.68%. RMBKX dividend yield stands at 5.18%, paid annually.

RMBKX top holdings include Equity Bancshares Inc Common Stock Usd.01 (6.8%), Abacus Global Management Inc Class (6.2%), Primis Financial Corp (5.9%), Versabank (5.0%), Renasant Corp. (4.8%). Go to all RMBKX holdings, RMBKX sectors, or RMBKX dividends.

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