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RMB Mendon Financial Services A RMBKX

Quantitative rating as of | See RMB INVESTORS Investment Hub
  • NAV / 1-Day Return 43.97  /  1.10 %
  • Total Assets 221.4 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.270%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Financial
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.69%
  • Turnover 70%

Morningstar’s Analysis RMBKX

Will RMBKX outperform in future?

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

Summary

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RMB Mendon Financial Services A's recent fee cut isn't enough to counter the impact of its decreased Parent Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Neutral from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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