RMB Mendon Financial Services FundRMBLX
Type
Mutual fund
Peer group
US equity: Finance
Net assets
$227.4M
Expense ratio
1.08%
1-year return
+21.7%
3 years, a year
+18.7%
5 years, a year
+6.6%
Holdings
49
What it aims to do.
The RMB Mendon Financial Services Fund (the Fund) seeks capital appreciation. There can be no assurance that the Fund will be successful in achieving its investment objective.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| EQBK Equity Bancshares Inc | 6.84% |
| ABX Abacus Global Management Inc | 6.24% |
| FRST Primis Financial Corp | 5.86% |
| VBNK VersaBank | 5.02% |
| RNST Renasant Corp | 4.77% |
| NIC Nicolet Bankshares Inc | 4.58% |
| USCB USCB Financial Holdings Inc | 4.30% |
| FHN First Horizon Corp | 4.08% |
| OBK Origin Bancorp Inc | 3.65% |
| CBK Commercial Bancgroup Inc | 3.31% |
More on RMBLX.
- RMBLX overview
- RMBLX holdings
- RMBLX risk
- RMBLX costs
- RMBLX money in and out
- RMBLX share classes
- Compare RMBLX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.