Rmb Small Cap Fund Quote
| RMBBX Fund | USD 18.65 0.33 1.80% |
Performance10 of 100
| Odds Of DistressLess than 17
|
Rmb Small is trading at 18.65 as of the 24th of November 2024; that is 1.80 percent increase since the beginning of the trading day. The fund's open price was 18.32. Rmb Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Rmb Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of its net assets in equity securities of U.S. companies with small market capitalizations. For this purpose, the Adviser defines a small capitalization company as any company with a market capitalization less than or equal to the largest market capitalization of any company in the Russell 2000 Index.. More on Rmb Small Cap
Moving together with Rmb Mutual Fund
| 0.85 | RMBHX | Rmb Fund A | PairCorr |
| 0.85 | RMBGX | Rmb Fund I | PairCorr |
| 0.84 | RMBJX | Rmb Fund C | PairCorr |
| 0.83 | RMBLX | Rmb Mendon Financial | PairCorr |
Moving against Rmb Mutual Fund
Rmb Mutual Fund Highlights
| Fund Concentration | RMB Funds, Large Funds, Small Growth Funds, Small Growth, RMB Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Rmb Small Cap [RMBBX] is traded in USA and was established 24th of November 2024. Rmb Small is listed under RMB Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of RMB Funds family. This fund at this time has accumulated 90.17 M in assets with minimum initial investment of 100 K. Rmb Small Cap is currently producing year-to-date (YTD) return of 25.0% with the current yeild of 0.0%, while the total return for the last 3 years was 3.43%.
Check Rmb Small 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 Small 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 Small Cap Mutual Fund Constituents
| BFAM | Bright Horizons Family | Stock | Consumer Discretionary | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| TCBK | TriCo Bancshares | Stock | Financials | |
| SF | Stifel Financial | Stock | Financials | |
| SBCF | Seacoast Banking | Stock | Financials | |
| RWT | Redwood Trust | Stock | Financials |
Rmb Small Cap Risk Profiles
| Mean Deviation | 0.8308 | |||
| Semi Deviation | 0.8546 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.43 |
Rmb Small Against Markets
Other Information on Investing in Rmb Mutual Fund
Rmb Small 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 Small security.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |