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CRM Small/Mid Cap Value Inst CRIAX

Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 10.21  /  0.68 %
  • Total Assets 194.7 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.79%
  • Turnover 42%

Morningstar’s Analysis CRIAX

Will CRIAX outperform in future?

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

A drop in its Process Pillar rating is the primary driver of CRM Small/ Mid Cap Value Inst's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

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 CRIAX

  • Current Portfolio Date
  • Equity Holdings 44
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.13
9,090,467
Technology
3.84
8,453,961
Basic Materials
3.76
8,278,958
Energy
3.32
7,298,883
Industrials
3.23
7,121,945
Healthcare
3.05
6,705,422
Technology
3.01
6,619,570
Industrials
2.97
6,542,963
Consumer Cyclical
2.94
6,476,984
Technology
2.75
6,062,787
Basic Materials