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RMBNX RMB Mendon Financial Services C

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Fund RMBNX RMB Mendon Financial Services C
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Similarity
?
100%
Annual Fees
?
$268.67
(2.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.78% annual return
$24,913.29
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 15.97%
3 YR 16.56%
5 YR 21.59%
10 YR 7.24%
Description
The investment seeks capital appreciation. The fund pursues its goal by investing at least 80% of its net assets (including borrowing, if any) in stocks of U.S. companies that are in the financial services sector. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in mid, small and micro capitalization financial services companies. The advisor intends to remain fully invested with only minimal investments in cash, or short-term debt instruments or money market funds.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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