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

The primary goal of this investment fund is to achieve growth in capital. To realize this objective, the fund typically commits at least 80% of its net assets (plus any capital obtained through borrowing for investment) to equity instruments issued by companies within the financial services sector, regardless of their market capitalization. It employs both long and short investment strategies with respect to financial services companies of any size. Notably, this fund is classified as non-diversified.

Market snapshot

Symbol
RMBFX
Price
$6.46
Day change
-0.09%
Market cap
$79.8M
52-week range
5.33-15.52
Sector
Financial Services
Industry
Asset Management - Leveraged

Peer companies

  • AMG GW&K Small Cap Value Fund II - Class I (ACRTX)
  • AMG GW&K Small Cap Value Fund II - Class N (ASCTX)
  • Aberdeen International Sustainable Leaders Fund Class A (BJBIX)
  • BMO Moderate Allocation Fund - Y (BMBYX)
  • Eaton Vance New York Municipal Income Trust (EVY)
  • Manning & Napier Target 2025 Series Class I (MTOAX)
  • Nuveen Equity Market Neutral Fund Class I (NIMEX)
  • Nuveen Equity Market Neutral Fund Class A (NMAEX)

Open RMB Mendon Financial Long/Short Fund Class A (RMBFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.