Morningstar

RMB INVESTORS Mutual Funds

View all of RMB INVESTORS’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

RMB INVESTORS Mutual Funds List

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
RMB Mendon Financial Services Fund Class ARMBKXFinancial
15.36%61.330%Above AverageFront Load$2,500
RMB Mendon Financial Services Fund Class IRMBLXFinancial
15.58%51.080%HighInstitutional$100,000
RMB SMID Cap Fund Class IRMBMXMid-Cap Growth
4.99%740.800%AverageInstitutional$100,000
RMB Fund Class IRMBGXLarge Growth
13.16%430.980%HighInstitutional$100,000
RMB Mendon Financial Services Fund Class CRMBNXFinancial
14.71%62.080%Above AverageLevel Load$2,500
RMB Fund Class CRMBJXLarge Growth
12.28%491.980%HighLevel Load$2,500
RMB International Fund Class IRMBTXForeign Large Blend
11.99%420.980%HighInstitutional$100,000
RMB Fund Class ARMBHXLarge Growth
12.95%451.230%HighFront Load$2,500
RMB Quality Intermediate Core Fund Class IRMBQXIntermediate Core Bond——−2.04%120.360%LowInstitutional$100,000
RMB Quality Intermediate Tax-Exempt Municipal Fund Class IRMBVXMuni National Interm——−3.26%610.370%LowInstitutional$100,000

RMB INVESTORS Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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