RMB SMID Cap FundRMBMX

MUTUAL FUNDCuri
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$59.2M
Expense ratio
0.80%
1-year return
+5.8%
3 years, a year
+8.4%
5 years, a year
+4.6%
Holdings
49

What it aims to do.

The RMB SMID Cap Fund (the Fund) seeks capital appreciation.

Top 10 holdings.

Holding% of fund
MPWR Monolithic Power Systems Inc5.10%
CW Curtiss-Wright Corp4.62%
AIT Applied Industrial Technologie3.52%
EGP EastGroup Properties Inc3.21%
HEI HEICO Corp3.13%
CASY Casey's General Stores Inc2.90%
MKL Markel Group Inc2.90%
BWXT BWX Technologies Inc2.83%
EXP Eagle Materials Inc2.70%
WSO Watsco Inc2.65%

More on RMBMX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.