RMBKX Mutual Fund

RMBKX Mutual Fund (RMB Mendon Financial Services Fund Class A) is managed by RMB Funds with $58.4M 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 15.12%. The 1-year return is 26.62% and the 5-year return is 8.16%. RMBKX dividend yield stands at 0.82%.

RMBKX top holdings include Abacus Global Management Inc Class (7.0%), Versabank (6.1%), Equity Bancshares Inc Common Stock Usd.01 (5.8%), Primis Financial Corp (5.1%), Firstsun Capital Bancorp (4.7%). 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.