Skip to Content
Quantitative rating as of
NAV / 1-Day Return
30.86  /  0.72 %
Total Assets
103.5 Mil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.04%
Turnover
12%

Morningstar’s Analysis RMBHX

Will RMBHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Weakness in RMB A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor