RMB Mendon Financial Long/Short Fund Class I (RMBIX) Research
This fund aims to achieve its investment goal by allocating a minimum of 80% of its total assets (including any borrowed funds used for investment) to equity securities of U.S. companies operating within the financial services industry. It engages in both purchasing (long) and selling short (short) positions in such financial sector firms, regardless of their market capitalization. The portfolio is concentrated, meaning it is not diversified.
Market snapshot
- Symbol
- RMBIX
- Price
- $6.57
- Day change
- -0.17%
- Market cap
- $81.1M
- 52-week range
- 5.42-15.75
- 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)
- EA Series Trust - Matrix Advisors Value ETF (MAVFX)
- Nuveen Equity Market Neutral Fund Class I (NIMEX)
- Nuveen Equity Market Neutral Fund Class A (NMAEX)
Open RMB Mendon Financial Long/Short Fund Class I (RMBIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.