RMBMX Mutual Fund

RMBMX Mutual Fund (RMB SMID Cap Fund) is managed by RMB Funds with $192.3M in net assets. RMBMX expense ratio is 0.80%, holding 49 positions across sectors including Industrials, Information Technology, Financials. 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 4.73%. RMBMX dividend yield stands at 17.76%, paid annually.

RMBMX top holdings include Monolithic Power Systems Inc Mpwr Us Equity (5.1%), Curtiss-wright Corp (4.6%), Applied Industrial Technologies Inc (3.5%), Eastgroup Properties Inc. Real Estate Investment Trust (3.2%), Heico Corp. (3.1%). 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.