RMBMX Mutual Fund

RMBMX Mutual Fund (RMB SMID Cap Fund) is managed by RMB Funds with $173.9M in net assets. RMBMX expense ratio is 0.80%, holding 65 positions across sectors including Industrials, Financials, Health Care. Inception date: 2004-12-31.

RMBMX performance shows a YTD return of 2.15%. The 1-year return is 1.70% and the 5-year return is 3.57%. RMBMX dividend yield stands at 0.37%.

RMBMX top holdings include Eastgroup Properties Inc. Real Estate Investment Trust (3.9%), Applied Industrial Technologies Inc (3.9%), Stifel Finl Corp (3.6%), Stock Yards Bancorp Inc Common Stock (3.4%), West Pharmaceutical Services Inc (3.3%). 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.