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Morningstar

CRM Small Cap Value Inv CRMSX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 14.65  /  +1.03 %
  • Total Assets 81.0 Mil
  • 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 1.63%
  • Turnover 54%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CRMSX

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

  • People Pillar

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

Weakness in CRM Small Cap Value Inv's Process and People 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CRMSX

More CRMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Envestnet Inc

4.00 3.0 Mil
Technology

Arcosa Inc

3.88 2.9 Mil
Industrials

Skyline Champion Corp

3.73 2.8 Mil
Consumer Cyclical

ChampionX Corp

3.36 2.5 Mil
Energy

Horace Mann Educators Corp

3.32 2.5 Mil
Financial Services

ACV Auctions Inc Ordinary Shares - Class A

3.09 2.3 Mil
Consumer Cyclical

Itron Inc

2.96 2.2 Mil
Technology

Hub Group Inc Class A

2.92 2.2 Mil
Industrials

Central Pacific Financial Corp

2.85 2.2 Mil
Financial Services

Moelis & Co Class A

2.84 2.1 Mil
Financial Services