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RMB INVESTORS TRUST

CIK: 0000030126 Equity
Report date: 2026-02-27
AUM $199M
Expense Ratio —
Category Equity
State DE
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-27

About this Fund

RMB Investors Trust is a leading mutual fund company that specializes in providing a diverse range of investment solutions to cater to the varied needs of its clients, leveraging its expertise in asset management to deliver exceptional returns and foster long-term wealth creation. With a strong focus on portfolio diversification, the company offers a comprehensive suite of mutual funds, including equity, debt, hybrid, and money market funds, each carefully crafted to meet the unique investment objectives and risk tolerance of its investors. Through its systematic investment plan (SIP) offerings, RMB Investors Trust enables investors to adopt a disciplined approach to investing, allowing them to navigate market fluctuations with confidence and make the most of their investment journey. By prioritizing investor interests and providing personalized wealth management services, the company has established itself as a trusted partner for individuals, institutions, and financial advisors seeking to grow their wealth and achieve their financial goals. As a seasoned asset management firm, RMB Investors Trust boasts a team of experienced investment professionals who possess a deep understanding of the markets and a proven track record of delivering consistent performance across various asset classes. The company's investment philosophy is centered around a rigorous research-driven approach, combining both quantitative and qualitative analysis to identify attractive investment opportunities and construct well-diversified portfolios that balance risk and potential returns. By maintaining a strong commitment to transparency, accountability, and regulatory compliance, RMB Investors Trust has earned the trust and loyalty of its investors, who appreciate the company's dedication to helping them achieve their financial aspirations through a range of investment products and services. Whether investors are seeking to accumulate wealth over the long term, generate regular income, or preserve their capital, RMB Investors Trust is well-equipped to provide tailored solutions that address their specific needs and objectives, making it an ideal choice for those seeking a reliable and experienced mutual fund company to manage their investment portfolio. With its broad range of mutual fund offerings, robust investment capabilities, and unwavering focus on investor satisfaction, RMB Investors Trust is poised to continue playing a vital role in the asset management landscape, empowering investors to make informed decisions and achieve their financial goals with confidence.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

10 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 C CITIGROUP INC Since 2026-05-10 172967LP4 Debt
0.35%
 $0.70 700,000
2 HON HONEYWELL INTERNATIONAL Since 2026-05-10 438516CL8 Debt
0.30%
 $0.60 600,000
3 ABBV ABBVIE INC Since 2026-05-10 00287YDT3 Debt
0.31%
 $0.62 600,000
4 V VISA INC Since 2026-05-10 92826CAM4 Debt
0.07%
 $0.14 150,000
5 T AT&T INC Since 2026-05-10 00206RJX1 Debt
0.30%
 $0.59 600,000
6 EIX EDISON INTERNATIONAL Since 2026-05-10 281020AM9 Debt
0.20%
 $0.40 400,000
7 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEK8 Debt
0.36%
 $0.72 700,000
8 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VGJ7 Debt
0.28%
 $0.55 600,000
9 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3P6 Debt
0.36%
 $0.72 700,000
10 AMZN AMAZON.COM INC Since 2026-05-10 023135BZ8 Debt
0.11%
 $0.23 250,000
Frequently Asked Questions — RMB INVESTORS TRUST
What type of mutual fund is RMB INVESTORS TRUST?
RMB INVESTORS TRUST is a SEC-registered Equity fund, with $199M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, RMB INVESTORS TRUST holds 10 portfolio positions, all detailed in the holdings table on this page.
What are RMB INVESTORS TRUST's assets under management (AUM)?
RMB INVESTORS TRUST has $199M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are RMB INVESTORS TRUST's top holdings?
According to RMB INVESTORS TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include CITIGROUP INC, HONEYWELL INTERNATIONAL, ABBVIE INC , among others. The complete list of all 10 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is RMB INVESTORS TRUST's expense ratio?
Expense ratio data for RMB INVESTORS TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find RMB INVESTORS TRUST's SEC filings?
RMB INVESTORS TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000030126. You can access all of RMB INVESTORS TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000030126). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is RMB INVESTORS TRUST's holdings data on StockSifting?
Holdings data for RMB INVESTORS TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.