Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
CRM Mid Cap Value Instl CRIMX
- NAV / 1-Day Return 24.12 / +0.12 %
- Total Assets 390.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 1.08%
- Turnover 43%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CRIMX
Will CRIMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vontier Corp Ordinary Shares | 3.94 | 14.8 Mil | Technology |
Burlington Stores Inc | 3.18 | 11.9 Mil | Consumer Cyclical |
Fidelity National Information Services Inc | 2.97 | 11.1 Mil | Technology |
Clarivate PLC Ordinary Shares | 2.92 | 11.0 Mil | Technology |
Canadian Pacific Kansas City Ltd | 2.91 | 10.9 Mil | Industrials |
Woodward Inc | 2.88 | 10.8 Mil | Industrials |
NiSource Inc | 2.80 | 10.5 Mil | Utilities |
ChampionX Corp | 2.69 | 10.1 Mil | Energy |
AMETEK Inc | 2.67 | 10.0 Mil | Industrials |
Terreno Realty Corp | 2.62 | 9.8 Mil | Real Estate |