RMBGX – RMB I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation, mainly long term; income is a secondary consideration. The fund pursues its investment objective by investing in a diverse portfolio primarily consisting of common stocks of U.S. companies. It generally invests in high quality companies of all market capitalizations with a focus on businesses that have sustainable, long term competitive advantages.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RMBGX	RMB Fund Class I	Institutional	Open			Feb 1, 2017	$31.77M	0.980%	High	$100,000	−$4.59M
RMBHX	RMB Fund Class A	Front Load	Open			Jun 16, 1975	$91.62M	1.230%	High	$2,500	−$5.80M
RMBJX	RMB Fund Class C	Level Load	Open			Apr 30, 2004	$1.10M	1.980%	High	$2,500	−$621,904.66

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