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.
- NAV / 1-Day Return 42.88 / 0.09 %
- Total Assets 209.8 Mil
Adj. Expense Ratio
- 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.