Morningstar

CRM Small Cap Value Fund Class Institutional CRISX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 20.60  /  +1.73 %
  • Total Assets 73.9M
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.67%
  • Turnover 38%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:54 AM GMT+0

Morningstar’s Analysis CRISX

Will CRISX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CRM Small Cap Value Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CRISX

More CRISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BankUnited Inc

4.15 3M
Financial Services

Capitol Federal Financial Inc

4.12 3M
Financial Services

Champion Homes Inc

3.83 2M
Consumer Cyclical

Central Pacific Financial Corp

3.33 2M
Financial Services

Xenia Hotels & Resorts Inc

3.23 2M
Real Estate

Knowles Corp

3.08 2M
Technology

Range Resources Corp

3.06 2M
Energy

LendingClub Corp

2.94 2M
Financial Services

Steven Madden Ltd

2.89 2M
Consumer Cyclical

Hub Group Inc Class A

2.88 2M
Industrials

Sponsor Center