Skip to Content
Morningstar

CRM Mid Cap Value Inv CRMMX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 21.37  /  0.05 %
  • Total Assets 366.7 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.27%
  • Turnover 43%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:13 PM GMT+0

Morningstar’s Analysis CRMMX

Will CRMMX 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 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit CRM Mid Cap Value Inv to 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 CRMMX

More CRMMX Holdings
  • Current Portfolio Date
  • Equity Holdings 42
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ChampionX Corp

4.10
16,926,329
Energy

Vontier Corp Ordinary Shares

3.88
16,007,726
Technology

LKQ Corp

3.26
13,458,622
Consumer Cyclical

Clarivate PLC Ordinary Shares

3.18
13,113,080
Technology

Microchip Technology Inc

2.92
12,037,850
Technology

NiSource Inc

2.86
11,796,602
Utilities

Equity Commonwealth

2.83
11,684,955
Real Estate

RPM International Inc

2.82
11,662,477
Basic Materials

Canadian Pacific Kansas City Ltd

2.82
11,647,519
Industrials

Burlington Stores Inc

2.80
11,542,196
Consumer Cyclical