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Morningstar

RMB SMID Cap I RMBMX

Morningstar Analyst Rating
Quantitative rating as of | See RMB INVESTORS Investment Hub
  • NAV / 1-Day Return 12.44  /  0.64 %
  • Total Assets 99.1 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.09%
  • Turnover 9%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis RMBMX

Will RMBMX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RMBMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RMBMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RMBMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit RMB SMID Cap I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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