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Morningstar

CRM Small/Mid Cap Value Inv CRMAX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 10.71  /  −0.56 %
  • Total Assets 208.6 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 0.59%
  • Turnover 42%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 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.

Weakness in CRM Small/ Mid Cap Value Inv's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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

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Portfolio Holdings CRMAX

More CRMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Burlington Stores Inc

3.86 8.0 Mil
Consumer Cyclical

Terreno Realty Corp

3.54 7.4 Mil
Real Estate

Ashland Inc

3.40 7.1 Mil
Basic Materials

Webster Financial Corp

3.13 6.5 Mil
Financial Services

Arcosa Inc

3.12 6.5 Mil
Industrials

Hub Group Inc Class A

3.07 6.4 Mil
Industrials

Sun Communities Inc

2.94 6.1 Mil
Real Estate

Clean Harbors Inc

2.87 6.0 Mil
Industrials

Moelis & Co Class A

2.86 6.0 Mil
Financial Services

Skyline Champion Corp

2.82 5.9 Mil
Consumer Cyclical