RMB Fund - RMB Investors Trust

Shareclass

RMB Fund Class C (RMBJX)

Type

Open-end mutual fund

Manager

RMB Investors Trust

Filing

NPORT filing 31 Dec 2025

Flagged investments

$38.66M

34% of assets

High Risk

$1.39M

1.21% of assets

Private prison operators

0% of assets

Click to see the breakdown of flagged holdings.

Prison industry

Incarceration and detention facilities, services in facilities, supervision and monitoring

holdings

$35.42M

invested

31%

of portfolio

Border industry

Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border

holdings

$38.66M

invested

34%

of portfolio

All flagged holdings

5 holdings

1.
Alphabet Inc
$14.42M
13%
2.
Microsoft Corp
$13.38M
12%
3.
Amazon.com Inc
$7.62M
6.65%
4.
Salesforce Inc
$1.85M
1.62%
5.
RTX Corp
$1.39M
1.21%

Higher risk
Private prison operator

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Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

RMB Fund - RMB Investors Trust RMBJX

Environment

Fossil fuels

Coal/oil/gas energy, fossil-fired utilities, related financial companies

Deforestation

Deforestation-risk agriculture, related financial companies, consumer brands

Social

Gender equality

Gender equality scorecard group ranking

N/A

Diversity disclosures

Diversity disclosures scorecard group ranking

N/A

Racial justice

Racial justice scorecard group ranking

N/A

LGBTQ+ equity

LGBTQ+ equity scorecard group ranking

N/A

Civilian firearms

Civilian firearms manufacturers, related gun retailers

Prison industrial complex

Prisons and borders industry, including private prison operators

Military weapons

Military arms manufacturers, including nuclear weapons, controversial weapons

Tobacco

Tobacco companies, and tobacco-promoting entertainment companies

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