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Morningstar

CRM All Cap Value Inst CRIEX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 6.90  /  −0.72 %
  • Total Assets 22.8 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.34%
  • Turnover 51%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis CRIEX

Will CRIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRIEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRIEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CRIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in CRM All Cap Value Inst's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CRIEX

More CRIEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kirby Corp

4.06 923,082
Industrials

Clarivate PLC Ordinary Shares

3.69 839,549
Technology

PTC Inc

3.48 790,469
Technology

Advanced Drainage Systems Inc

3.34 760,300
Industrials

Marathon Oil Corp

3.29 748,694
Energy

Burlington Stores Inc

3.26 741,163
Consumer Cyclical

QuidelOrtho Corp

3.02 685,557
Healthcare

Charles Schwab Corp

2.95 671,419
Financial Services

Fidelity National Information Services Inc

2.79 634,339
Technology

ChampionX Corp

2.67 607,510
Energy