Morningstar

CRM Small Cap Value Fund Class Investor CRMSX

Morningstar Medalist Rating
Medalist Rating as of | See CRM Investment Hub
  • NAV / 1-Day Return 15.56  /  −0.89 %
  • Total Assets 74.5M
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.080%
  • 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 0.80%
  • Turnover 38%

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

Morningstar’s Analysis CRMSX

Will CRMSX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CRM Small 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 CRMSX

More CRMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BankUnited Inc

4.15 3M
Financial Services

Capitol Federal Financial Inc

4.12 3M
Financial Services

Champion Homes Inc

3.83 2M
Consumer Cyclical

Central Pacific Financial Corp

3.33 2M
Financial Services

Xenia Hotels & Resorts Inc

3.23 2M
Real Estate

Knowles Corp

3.08 2M
Technology

Range Resources Corp

3.06 2M
Energy

LendingClub Corp

2.94 2M
Financial Services

Steven Madden Ltd

2.89 2M
Consumer Cyclical

Hub Group Inc Class A

2.88 2M
Industrials

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