RMBLX Mutual Fund

RMBLX Mutual Fund (RMB Mendon Financial Services Fund Class I) is managed by RMB Funds with $172.9M in net assets. RMBLX expense ratio is 1.08%, holding 49 positions across sectors including Financials. Inception date: 2017-02-01.

RMBLX performance shows a YTD return of 20.36%. The 1-year return is 40.23% and the 5-year return is 9.95%. RMBLX dividend yield stands at 5.25%, paid annually.

RMBLX 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 RMBLX holdings, RMBLX sectors, or RMBLX dividends.

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