RMBMX : RMB SMID Cap Fund Class I

RMBMX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

RMBMX

RMB SMID Cap Fund Class I

FI Score

34 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

34% FI Score
  • rmbmx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

RMB SMID Cap Fund Class I

Expenses: 0.96% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies with small-to-medium market capitalizations. For this purpose, the Adviser defines a small-to-medium capitalization company as a company that has a market capitalization of between $100 million and $10 billion at the time of purchase.

Largest Holdings

Amount Holding
3.87% West Pharmaceutical Services Inc
3.48% Fair Isaac Corp
3.32% Catalent Inc
2.73% Vail Resorts Inc
2.70% Copart Inc
2.63% Repligen Corp
2.57% Teledyne Technologies Inc
2.56% First Republic Bank
2.49% Tyler Technologies Inc
2.48% Alexandria Real Estate Equities Inc
2.34% Markel Corp
2.27% American Financial Group Inc
2.27% Bio-Techne Corp
2.25% MarketAxess Holdings Inc
2.16% IDEX Corp
2.11% Old Dominion Freight Lines Inc
2.06% Monolithic Power Systems Inc
2.03% MKS Instruments Inc
2.01% RPM International Inc
2.00% Avery Dennison Corp
2.00% Heico Corp
1.96% PTC Inc
1.86% Jack Henry & Associates Inc
1.73% Graco Inc
1.70% IDEXX Laboratories Inc

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