RMB Mendon Financial Services Fund (RMBKX) Research
This fund is designed to achieve its investment goals by committing a minimum of 80% of its net assets (which may include borrowed funds for investment) to the equity securities of U.S.-based companies operating within the financial services sector. While the fund retains the flexibility to invest in companies of any market capitalization, its primary focus, under typical market conditions, is on financial services firms characterized as mid, small, or micro-cap.
Market snapshot
- Symbol
- RMBKX
- Price
- $59.90
- Day change
- +0.49%
- Market cap
- $917.4M
- 52-week range
- 45.72-61.06
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
- Baron Fifth Avenue Growth Fund (BFTHX)
- Baron Fifth Avenue Growth Fund (BFTIX)
- John Hancock Financial Opportunities Fund (BTO)
- Fidelity Advisor Financial Services Fund (FFSIX)
- Invesco Energy Fund (IENAX)
- BlackRock MuniYield Quality Fund, Inc. (MQY)
- T. Rowe Price QM U.S. Bond Index Fund (PBDIX)
Open RMB Mendon Financial Services Fund (RMBKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.