RMBLX – RMB Mendon Financial Services I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of U.S. companies that are in the financial services industry. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in mid, small and micro capitalization financial services companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RMBLX	RMB Mendon Financial Services Fund Class I	Institutional	Open			Feb 1, 2017	$149.76M	1.080%	High	$100,000	−$37.06M
RMBKX	RMB Mendon Financial Services Fund Class A	Front Load	Limited			Jun 7, 1999	$59.07M	1.330%	Above Average	$2,500	−$7.25M
RMBNX	RMB Mendon Financial Services Fund Class C	Level Load	Limited			Apr 29, 2005	$20.24M	2.080%	Above Average	$2,500	−$1.64M

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