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RMB Mendon Financial Services C RMBNX

Quantitative rating as of
NAV / 1-Day Return
45.36  /  0.37 %
Total Assets
237.9 Mil
Adj. Expense Ratio
1.990%
Expense Ratio
2.020%
Distribution Fee Level
Average
Share Class Type
Level Load
Category
Financial
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Limited
TTM Yield
0.47%
Turnover
70%

Morningstar’s Analysis RMBNX

Will RMBNX outperform in future?

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

Summary

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A middling People rating and a subpar Parent Pillar limit RMB Mendon Financial Services C to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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