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RMB Mendon Financial Long/Short A

RMBFX
16.03
+0.06
+0.38%
8/26/2016
5 Years
  • Previous Close

    15.97

  • Net Assets

    188.29M

  • Yield

    0.00%

  • Front load

    5.00

  • Expenses

    1.85%

  • Category

    Long-Short Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

RMB Funds

Fund Style

Open

Fund Manager

Anton Schutz

Investment Style

Small Value

The investment seeks capital appreciation. The fund pursues its goal by investing at least 80% of its net assets (including borrowing, if any) in the common stocks of U.S. companies of any market capitalization that are in the financial services sector. It may invest in companies in the financial services sector of any size and the portion invested in small, medium or large companies is expected to vary over time based on the subadviser's view as to how to achieve the fund's objective. The fund is non-diversified.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 100
Initial Purchase: AIP 100

Inception

4/30/2004

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