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
Holdings
Commentary
 

Fund Facts

$136.9
Total Net Assets in Millions
(04/30/21)
$100,000
Minimum Investment
0%
Redemption Charge
RMBBX
Class I
74968B837
CUSIP
8/30/2002
Inception Date
0.95%
Expense Ratio1
5/1/21
No Sales Charge
 

Philosophy

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
 

PROCESS

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Performance

RMB Small Cap Fund
Quarter1 Year3 Year5 Year10 YearSince Inception
As of 03/31/2021
Class I
RMBBX
08/30/2002 Inception
NAV9.70%76.29%15.24%14.55%10.52%11.42%
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.