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RMB Mendon Financial Services I RMBLX

Quantitative rating as of
  • NAV / 1-Day Return 42.88  /  0.09 %
  • Total Assets 209.8 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 1.020%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Financial
  • Investment Style Small Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.96%
  • Turnover 70%

Morningstar’s Analysis RMBLX

Will RMBLX 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 I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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