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Morningstar

CRM Long/Short Opportunities Instl CRIHX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 12.64  /  −0.16 %
  • Total Assets 163.7 Mil
  • Adj. Expense Ratio
    1.620%
  • Expense Ratio 2.500%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 2.09%
  • Turnover 90%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CRIHX

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

  • People Pillar

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

CRM Long/ Short Opportunities Instl's recent fee cut drives an upgrade to this strategy's Morningstar Medalist Rating to Neutral from 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 CRIHX

More CRIHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash At Broker

33.63 52.4 Mil
Cash and Equivalents

Arcosa Inc

5.91 9.2 Mil
Industrials

Canadian Pacific Kansas City Ltd

4.19 6.5 Mil
Industrials

Microsoft Corp. - Total Return Swap

3.85 6.0 Mil
—

PTC Inc

3.68 5.7 Mil
Technology

Kirby Corp

3.32 5.2 Mil
Industrials

Burlington Stores Inc

3.31 5.2 Mil
Consumer Cyclical

Eagle Materials Inc. - Trs

3.24 5.0 Mil
—

Clean Harbors Inc

3.10 4.8 Mil
Industrials

General Electric Co

3.04 4.7 Mil
Industrials