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.
- NAV / 1-Day Return 43.97 / 1.10 %
- Total Assets 221.4 Mil
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Adj. Expense Ratio
- 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.