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Morningstar

CRM Small Cap Value Instl CRISX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 15.75  /  −0.82 %
  • Total Assets 70.4 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.46%
  • Turnover 54%

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

Morningstar’s Analysis CRISX

Will CRISX 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 CRISX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRISX 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 CRISX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CRISX

More CRISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arcosa Inc

3.93 3.0 Mil
Industrials

Stewart Information Services Corp

3.71 2.8 Mil
Financial Services

Envestnet Inc

3.61 2.7 Mil
Technology

Cadence Bank

3.46 2.6 Mil
Financial Services

Skyline Champion Corp

3.43 2.6 Mil
Consumer Cyclical

Hub Group Inc Class A

3.27 2.5 Mil
Industrials

Horace Mann Educators Corp

3.10 2.4 Mil
Financial Services

Central Pacific Financial Corp

3.00 2.3 Mil
Financial Services

Moelis & Co Class A

2.96 2.3 Mil
Financial Services

TFS Financial Corp

2.92 2.2 Mil
Financial Services