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RMB Mendon Financial Long/Short Fund Class C (RMBCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long-short equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective 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.


1 month-3.59% 3 years+8.36%
3 months-4.38% 5 years+12.63%
1 year+13.78% Since inception+8.92%
Data through --

Peer Comparisonvs. Long-short equity

Performance 5-yr return+12.63%+5.71%
Expense ratio2.90%1.93%
Risk 5 year sharpe ratio1.160.60
Net assets$314.9M$274.4M
Average market cap$2.3B$32.9B
Average P/E18.818.8
Portfolio turnover61%61%

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Fund Management and Purchase Info

Fund familyRMB Funds
Fund manager & tenureAnton Schutz / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$100.00


U.S. stock72.44%
Fixed income23.51%
International stock0.02%
Top 5 Sectors
Portfolio weighting
Financial service 100.00%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
BNCN BNC Bancorp9.23%
BKU BankUnited Inc4.31%
PSTB Park Sterling Corp4.19%
BAC Bank of America3.81%
ACBI Atlantic Capital Bancshares Inc3.79%
AF Astoria Financial Corp3.65%
UBNK United Financial Bancorp Inc3.62%
FFWM First Foundation Inc3.37%
TBK Triumph Bancorp Inc3.26%
SNV Synovus Financial Corp3.15%