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CRM Mid Cap Value Instl CRIMX

Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 24.12  /  +0.12 %
  • Total Assets 390.4 Mil
  • Adj. Expense Ratio
    1.000%
  • 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.

Weakness in CRM Mid Cap Value Instl'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-costliest quintile among peers.

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Portfolio Holdings CRIMX

  • 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