Morningstar

CRM Small/Mid Cap Value Fund Class Investor CRMAX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 13.33  /  +0.53 %
  • Total Assets 189.8M
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.25%
  • Turnover 46%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:51 AM GMT+0

Morningstar’s Analysis CRMAX

Will CRMAX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CRM Small/Mid Cap Value Inv 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.

by Morningstar Automated Analysis
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Portfolio Holdings CRMAX

More CRMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BankUnited Inc

4.53 6M
Financial Services

Regal Rexnord Corp

3.92 5M
Industrials

Champion Homes Inc

3.83 5M
Consumer Cyclical

Hub Group Inc Class A

3.78 5M
Industrials

First Interstate BancSystem Inc

3.61 5M
Financial Services

Sun Communities Inc

3.49 5M
Real Estate

H.B. Fuller Co

3.40 5M
Basic Materials

MKS Inc

3.30 5M
Technology

Teledyne Technologies Inc

3.09 4M
Technology

Evergy Inc

3.04 4M
Utilities

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