Morningstar

CRM Mid Cap Value Fund Class Investor CRMMX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 25.22  /  −1.06 %
  • Total Assets 275.8M
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.05%
  • Turnover 27%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 AM GMT+0

Morningstar’s Analysis CRMMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CRM 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
Rated on Published on

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Portfolio Holdings CRMMX

More CRMMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Champion Homes Inc

3.55 9M
Consumer Cyclical

Teledyne Technologies Inc

3.43 9M
Technology

Atmos Energy Corp

3.34 8M
Utilities

Woodward Inc

3.33 8M
Industrials

Regal Rexnord Corp

3.23 8M
Industrials

Vontier Corp Ordinary Shares

3.10 8M
Technology

BankUnited Inc

2.92 7M
Financial Services

AMETEK Inc

2.90 7M
Industrials

Ashland Inc

2.50 6M
Basic Materials

Ciena Corp

2.50 6M
Technology

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