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CRM Small Cap Value Inv CRMSX

Quantitative rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 13.10  /  0.83 %
  • Total Assets 111.2 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.170%
  • 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 0.39%
  • Turnover 54%

Morningstar’s Analysis CRMSX

Will CRMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit CRM Small Cap Value Inv to a Morningstar Quantitative Rating of Neutral. 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.

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