RMBFX : RMB Mendon Financial Long/Short Fund Class A

RMBFX is a Alternatives Market Short with MODERATE fees.

RMBFX

RMB Mendon Financial Long/Short Fund Class A

FI Score

21 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

21% FI Score
  • rmbfx
  • Mutual Fund
  • Alternatives
  • Short

RMB Mendon Financial Long/Short Fund Class A

Expenses: 1.96% (Better than 1% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity instruments of companies of any market capitalization that are in the financial services sector. It will take long and short positions in companies in the financial services sector of any size. The fund is non-diversified.

Largest Holdings

Amount Holding
8.62% Spirit of Texas Bancshares Inc
5.61% South State Corp
5.52% FB Financial Corp
5.51% First Horizon National Corp
5.48% PNC Financial Services Group Inc
5.21% Bank of America Corp
5.21% Origin Bancorp Inc
4.92% U.S. Bancorp
4.77% Synovus Financial Corp
4.67% Wells Fargo & Co
3.68% Oportun Financial Corp
3.31% Professional Holding Corp A
3.13% JPMorgan Chase & Co
2.88% Equity Bancshares Inc A
2.27% Goldman Sachs Group Inc
1.98% Bank of New York Mellon Corp
1.21% Esquire Financial Holdings Inc
0.60% Limestone Bancorp Inc
0.42% BankUnited Inc
0.35% Business First Bancshares Inc

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