RMBMX Mutual Fund

RMBMX Mutual Fund (RMB SMID Cap Fund) is managed by RMB Funds with $180.7M in net assets. RMBMX expense ratio is 0.80%, holding 49 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2004-12-31.

RMBMX performance shows a YTD return of 10.17%. The 1-year return is 14.03% and the 5-year return is 4.74%. RMBMX dividend yield stands at 18.29%, paid annually.

RMBMX top holdings include Curtiss-wright Corp (5.0%), Monolithic Power Systems Inc (5.0%), Eastgroup Properties Inc. Real Estate Investment Trust (3.8%), Mks Instruments Inc (3.6%), Applied Industrial Technologies Inc (3.5%). Go to all RMBMX holdings, RMBMX sectors, or RMBMX dividends.

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