Rmb Mendon Financial Fund Quote

RMBKX Fund  USD 50.28  0.61  1.23%   

Performance

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Odds Of Distress

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Rmb Mendon is trading at 50.28 as of the 19th of July 2025; that is 1.23% up since the beginning of the trading day. The fund's open price was 49.67. Rmb Mendon has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund pursues its investment objective by investing at least 80 percent of its net assets in stocks of U.S. companies that are in the financial services industry. 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.. More on Rmb Mendon Financial

Moving together with Rmb Mutual Fund

  0.92RMBBX Rmb Small CapPairCorr
  0.86RMBHX Rmb Fund APairCorr
  0.86RMBGX Rmb Fund IPairCorr
  0.86RMBJX Rmb Fund CPairCorr
  1.0RMBLX Rmb Mendon FinancialPairCorr

Rmb Mutual Fund Highlights

Fund ConcentrationRMB Funds, Large Funds, Financial Funds, Financial, RMB Funds, Large, Financial (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Rmb Mendon Financial [RMBKX] is traded in USA and was established 19th of July 2025. Rmb Mendon is listed under RMB Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of RMB Funds family. This fund at this time has accumulated 155.59 M in assets with no minimum investment requirementsRmb Mendon Financial is currently producing year-to-date (YTD) return of 0.78% with the current yeild of 0.01%, while the total return for the last 3 years was 7.58%.
Check Rmb Mendon Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rmb Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rmb Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rmb Mendon Financial Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Rmb Mendon Financial Mutual Fund Constituents

SSBSouthStateStockFinancials
EQBKEquity Bancshares,StockFinancials
AUBAtlantic Union BanksharesStockFinancials
OCFCOceanFirst Financial CorpStockFinancials
ABCBAmeris BancorpStockFinancials
FBNCFirst BancorpStockFinancials
SBCFSeacoast BankingStockFinancials
FBPFirst BancorpStockFinancials
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Rmb Mendon Financial Risk Profiles

Rmb Mendon Against Markets

Other Information on Investing in Rmb Mutual Fund

Rmb Mendon financial ratios help investors to determine whether Rmb Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rmb with respect to the benefits of owning Rmb Mendon security.
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