RMB Small Cap Fund

Formerly the IronBridge Small Cap Fund


Portfolio Manager

Senior Vice President
Portfolio Manager, RMB Small Cap Fund and RMB SMID Cap Fund
Senior Vice President
Portfolio Manager, RMB Small Cap Fund and RMB SMID Cap Fund
Fact Sheet

Fund Facts

Total Net Assets in Millions
Minimum Investment
Redemption Charge
Class I
Inception Date
Expense Ratio1
No Sales Charge


Investment Philosophy

The RMB Small Cap Fund seeks capital appreciation by investing in a diverse portfolio consisting primarily of common stocks. The Fund pursues its long term investment objectives by identifying well managed allocators of capital and buying them at a discount to fair value.

Investment Approach

  • The Fund invests at least 80% of its assets in equity securities of companies with small market capitalizations (less than or equal to the largest market capitalization of any company in the Russell 2000 index at the time of purchase)
  • The Fund seeks to invest in high-quality companies, employing intensive fundamental and qualitative analysis to identify investment opportunities
  • Dual diversification by Life Cycle stage and sector are integral to portfolio construction
  • The Fund seeks to provide capital preservation in down markets


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RMB Small Cap Fund
Quarter1 Year3 Year5 Year10 YearSince Inception
As of 03/31/2021
Class I
08/30/2002 Inception
RUSSELL 2000® Index12.70%94.85%14.76%16.35%11.68%11.27%

The performance data quoted represents past performance and is not a guarantee of future results. The investment return and principal value of an investment will fluctuate, so that those shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the data quoted due to market volatility. To obtain performance as of the most recent month end, please call 1-800-462-2392.