CRM Long/Short Opportunities Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
CRM Long/Short Opportunities Fund Institutional Shares CRIHX
- NAV / 1-Day Return 14.07 / +1.44 %
- Total Assets 505.2M
-
Adj. Expense Ratio
1.610%
- Expense Ratio 1.760%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style Small Blend
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.00
- Turnover 65%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:55 AM GMT+0
Morningstar’s Analysis CRIHX
Will CRIHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash At Broker | 39.18 | 108M | Cash and Equivalents |
Cash | 34.86 | 96M | Cash and Equivalents |
Federated Hermes Treasury Obl IS | 10.43 | 29M | Cash and Equivalents |
BlackRock Liquidity T-Fund Instl | 10.43 | 29M | Cash and Equivalents |
BankUnited Inc | 4.38 | 12M | Financial Services |
Champion Homes Inc | 3.69 | 10M | Consumer Cyclical |
Regal Rexnord Corp | 3.37 | 9M | Industrials |
Hub Group Inc Class A | 3.23 | 9M | Industrials |
Semtech Corp | 3.20 | 9M | Technology |
Evergy Inc | 3.13 | 9M | Utilities |
United States