RMB Mendon Financial Long/Short Fund Class A
RMBFX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Leveraged
- Address
- 115 South Lasalle Street Chicago IL 60603
- IPO Date
- Apr 30, 2004
- CIK
- 0000030126
- Similar Companies
- Business
- RMB Mendon Financial Long/Short Fund Class A (RMBFX) is a mutual fund that seeks capital appreciation by taking long and short positions in stocks of U.S. companies within the financial services sector of any market capitalization; it is non-diversified and managed as part of the RMB Funds family, which offers multiple share classes including Institutional (RMBIX), Class A (RMBFX), and others with varying expense ratios around 1.00% to 2.14%. The fund invests under normal circumstances at least 80% of its net assets in financial services equities, including securities brokerage firms, electronic trading networks, investment management firms, financial conglomerates, and financial technology companies; it employs a blend of growth and value strategies, targeting firms with strong management, sound financial practices, sustainable earnings growth, undervalued balance sheets, temporary distress, or merger and acquisition potential. RMB Funds, the provider, operates from Chicago, Illinois, with sub-advisory from Mendon Capital Advisors led by portfolio managers Anton Schutz and others; the broader RMB Funds lineup includes related offerings like the RMB Mendon Financial Services Fund (long-only, focused on small-cap financials, inception 1999, AUM approximately $223 million as of November 2025). While specific inception details for RMBFX Class A are not prominently disclosed in recent filings, the Institutional share class launched around 2015, reflecting ongoing evolution in RMB Funds' sector-specific strategies. No major recent partnerships, acquisitions, funding rounds, or strategic shifts specific to RMBFX or its management appear in public records from 2024-2025; the fund continues standard operations amid stable AUM and performance tracking versus benchmarks like the NASDAQ Bank Index.