About RMBHX
RMB Fund Class A is a diversified mutual fund that primarily invests in common stocks of U.S.-based companies. It seeks capital appreciation by targeting high-quality businesses across all market capitalizations, focusing on firms with sustainable, long-term competitive advantages. The fund's portfolio includes a mix of large, mature companies with established dividend histories, as well as small and mid-sized growth companies earlier in their life cycles. Notable sectors represented in the fund include technology, consumer cyclical, financial services, healthcare, and industrials, with significant allocations to industry leaders such as Microsoft, Alphabet, Amazon.com, and Apple. RMB Fund Class A employs a long-term investment approach, emphasizing companies with strong management teams, product leadership, and consistent revenue and operating growth. The fund features a front-end sales charge and has an above-average expense ratio relative to peers. Its role in the financial market is to provide investors with exposure to a broad spectrum of growth-oriented U.S. equities, balancing established blue-chip stocks with emerging growth opportunities to pursue capital growth over time.
Fund Family RMB Funds
Category Large Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RMBHX
Share Class Class A
Index S&P 500 TR
RMBHX had a total return of 16.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.67%.
