RMBKX Mutual Fund (RMB Mendon Financial Services Fund Class A) is managed by RMB Funds with $62.4M in net assets. RMBKX expense ratio is 1.33%, holding 58 positions across sectors including Financials, Unknown, Other. Inception date: 1999-06-07.

RMBKX performance shows a YTD return of 20.73%. The 1-year return is 41.29% and the 5-year return is 9.48%. RMBKX dividend yield stands at 5.19%, paid annually.

RMBKX top holdings include Abacus Global Management Inc Class (6.9%), Equity Bancshares Inc. (6.8%), Primis Financial Corp_None_0 (6.0%), Versabank (5.0%), First Horizon National Corp (4.6%). View all RMBKX holdings, sector breakdown, or dividend history.

RMBKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RMBKX alternatives are available via the screener, along with tax-loss harvesting opportunities.