Skip to Content
Morningstar

CRM Small/Mid Cap Value Inv CRMAX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 9.59  /  0.31 %
  • Total Assets 194.3 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.58%
  • Turnover 42%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis CRMAX

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

People Pillar

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

CRM Small/ Mid Cap Value Inv's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of 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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CRMAX

More CRMAX 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

Vontier Corp Ordinary Shares

4.13
9,090,467
Technology

Eagle Materials Inc

3.84
8,453,961
Basic Materials

ChampionX Corp

3.76
8,278,958
Energy

Clean Harbors Inc

3.32
7,298,883
Industrials

Abcam PLC ADR

3.23
7,121,945
Healthcare

Clarivate PLC Ordinary Shares

3.05
6,705,422
Technology

Arcosa Inc

3.01
6,619,570
Industrials

LKQ Corp

2.97
6,542,963
Consumer Cyclical

Envestnet Inc

2.94
6,476,984
Technology

RPM International Inc

2.75
6,062,787
Basic Materials