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RMB SMID Cap Fund (RMBMX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies with small- to-mid- market capitalizations. For this purpose, the Adviser defines a small-to-medium capitalization company as a company that has a market capitalization of between $100 million and $10 billion at the time of purchase.

Looking to diversify beyond RMBMX? The mutual funds below have the lowest correlation with RMBMX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from RMBMX.

Best Diversifiers for RMBMX

0 mutual funds have low correlation with RMBMX (below 0.3), 0 of which are negatively correlated. The least correlated is Tanaka Growth Fund (TGFRX) (Mid Cap Growth Equities) with a 1Y correlation of 0.61, down from 0.74 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
TGFRX
Tanaka Growth Fund0.610.670.74
54
Mid Cap Growth EquitiesRMBMX vs TGFRX
EEOFX
Essex Environmental Opportunities Fund0.660.760.80
79
Mid Cap Growth EquitiesRMBMX vs EEOFX
CTIGX
Calamos Timpani SMID Growth Fund0.690.770.82
67
Mid Cap Growth EquitiesRMBMX vs CTIGX
POAGX
PrimeCap Odyssey Aggressive Growth Fund0.700.780.82
83
Mid Cap Growth EquitiesRMBMX vs POAGX
PGOFX
Pioneer Select Mid Cap Growth Fund0.700.780.85
61
Mid Cap Growth EquitiesRMBMX vs PGOFX
See all 11 diversifiers for RMBMX

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