RMBLX : RMB Mendon Financial Services Fund Class I

RMBLX is a Sector Equity Market Financial Services with HIGH fees.

RMBLX

RMB Mendon Financial Services Fund Class I

FI Score

33 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

33% FI Score
  • rmblx
  • Mutual Fund
  • Sector Equity
  • Financial Services

RMB Mendon Financial Services Fund Class I

Expenses: 1.03% (Better than 0% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of U.S. companies that are in the financial services sector. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in mid, small and micro capitalization financial services companies.

Largest Holdings

Amount Holding
9.60% FB Financial Corp
8.18% Ameris Bancorp
7.24% Equity Bancshares Inc A
6.95% Veritex Holdings Inc
6.91% Live Oak Bancshares Inc
5.04% Far Point Acquisition Corp Ordinary Shares - Class A
4.41% TCF Financial Corp
4.40% First Bancshares Inc
4.25% First Bancorp
3.05% Byline Bancorp Inc
3.03% First Horizon National Corp
2.99% Origin Bancorp Inc
2.87% Howard Bancorp Inc
2.74% Triumph Bancorp Inc
2.66% Spirit of Texas Bancshares Inc
2.08% Synovus Financial Corp
1.76% Wells Fargo & Co
1.71% Bank of New York Mellon Corp
1.51% Ally Financial Inc
1.47% Professional Holding Corp A
1.35% BancorpSouth Bank
1.24% Umpqua Holdings Corp
0.98% Seacoast Banking Corp of Florida Class A
0.91% Manning & Napier Inc
0.76% Investar Holding Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo