RMB Mendon Financial Long/Short Fund Class A (RMBFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long-short equity
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund pursues its investment objective 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 will take long and short positions in companies in the financial services sector of any size. The fund is non-diversified.


1 month+0.95% 3 years+7.72%
3 months+3.36% 5 years+10.86%
1 year-1.84% Since inception+8.86%
Data through --

Peer Comparisonvs. Long-short equity

Performance 5-yr return+10.86%+6.23%
Expense ratio2.11%1.89%
Risk 5 year sharpe ratio0.920.79
Net assets$230.0M$344.8M
Average market cap$2.2B$45.5B
Average P/E21.520.0
Portfolio turnover61%61%

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Fund Management and Purchase Info

Fund familyRMB Funds
Fund manager & tenureAnton Schutz / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$100.00


U.S. stock70.45%
Fixed income25.47%
International stock0.06%
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
PNFP Pinnacle Financial Partners Inc7.60%
TBK Triumph Bancorp Inc6.87%
-- 6.62%
OPB Opus Bank5.72%
FFWM First Foundation Inc5.29%
MCO Moody's Corp5.11%
BAC Bank of America5.09%
LOB Live Oak Bancshares Inc4.09%
ACBI Atlantic Capital Bancshares Inc4.07%
SBCF Seacoast Banking Corporation of Florida3.89%