Rmb Smid Cap Fund Quote
| RMBMX Fund | USD 14.74 0.05 0.34% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Rmb Smid is trading at 14.74 as of the 4th of December 2024; that is 0.34 percent decrease since the beginning of the trading day. The fund's open price was 14.79. Rmb Smid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Rmb Smid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of companies with small- to-mid- market capitalizations. For this purpose, the Adviser defines a small-to-medium capitalization company as a company that has a market capitalization of between 500 million and 40.02 billion at the time of purchase.. More on Rmb Smid Cap
Moving together with Rmb Mutual Fund
| 0.99 | RMBBX | Rmb Small Cap | PairCorr |
| 0.95 | RMBHX | Rmb Fund A | PairCorr |
| 0.89 | RMBGX | Rmb Fund I | PairCorr |
| 0.88 | RMBJX | Rmb Fund C | PairCorr |
| 0.9 | RMBLX | Rmb Mendon Financial Potential Growth | PairCorr |
Moving against Rmb Mutual Fund
Rmb Mutual Fund Highlights
| Fund Concentration | RMB Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, RMB Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Rmb Smid Cap [RMBMX] is traded in USA and was established 4th of December 2024. Rmb Smid is listed under RMB Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of RMB Funds family. This fund at this time has accumulated 89.04 M in assets with minimum initial investment of 100 K. Rmb Smid Cap is currently producing year-to-date (YTD) return of 21.19% with the current yeild of 0.01%, while the total return for the last 3 years was 5.48%.
Check Rmb Smid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rmb Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rmb Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rmb Smid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Rmb Smid Cap Mutual Fund Constituents
| MKL | Markel | Stock | Financials | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| TDY | Teledyne Technologies Incorporated | Stock | Industrials | |
| STOR | STORE Capital Corp | Stock | Real Estate | |
| STLD | Steel Dynamics | Stock | Materials | |
| SFBS | ServisFirst Bancshares | Stock | Financials |
Rmb Smid Cap Risk Profiles
| Mean Deviation | 0.7526 | |||
| Semi Deviation | 0.8268 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 |
Rmb Smid Against Markets
Other Information on Investing in Rmb Mutual Fund
Rmb Smid financial ratios help investors to determine whether Rmb Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rmb with respect to the benefits of owning Rmb Smid security.
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