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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 15.06  /  0.13 %
  • Total Assets 71.7 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.49%
  • Turnover 54%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:15 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit CRM Small Cap Value Instl to a Morningstar Medalist Rating of Neutral.

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 44
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ChampionX Corp

3.91
3,034,626
Energy

Arcosa Inc

3.90
3,027,163
Industrials

Abcam PLC ADR

3.52
2,729,457
Healthcare

Matador Resources Co

3.31
2,570,011
Energy

Hostess Brands Inc Class A

3.16
2,452,115
Consumer Defensive

SPX Technologies Inc

3.15
2,444,842
Industrials

Envestnet Inc

3.12
2,418,275
Technology

Envista Holdings Corp Ordinary Shares

3.07
2,382,776
Healthcare

Kirby Corp

2.99
2,321,043
Industrials

EnerSys

2.90
2,246,798
Industrials