Nasdaq - Delayed Quote • USD
CRM Small/Mid Cap Value Inst (CRIAX)
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11.68 - YTD Return -1.17%
- Expense Ratio 1.02%
- Category Mid-Cap Blend
- Last Cap Gain 14.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 202.7M
- Beta (5Y Monthly) 0.94
- Yield 0.78%
- 5y Average Return --
- Holdings Turnover 42.00%
- Last Dividend 0.09
- Inception Date Sep 1, 2004
The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2500 Value Index or in the S&P Mid Cap 400 Value Index (together, "small/mid cap companies") that are publicly traded on a U.S. securities market.
CRM
Fund Family
Mid-Cap Blend
Fund Category
202.7M
Net Assets
2004-09-01
Inception Date
Performance Overview: CRIAX
Trailing returns as of 5/30/2024. Category is Mid-Cap Blend.
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Holdings: CRIAX
Top 10 Holdings (31.62% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCRIAX
Financial Services 23.16%
Industrials 17.91%
Technology 14.94%
Consumer Cyclical 11.54%
Real Estate 8.91%
Basic Materials 8.15%
Utilities 4.91%
Energy 4.86%
Healthcare 4.50%
Consumer Defensive 1.12%
Communication Services 0.00%
Recent News: CRIAX
Research Reports: CRIAX
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