Nasdaq - Delayed Quote USD

CRM Long/Short Opportunities Instl (CRIHX)

11.93
-0.05
(-0.42%)
As of 8:05:27 AM EDT. Market Open.

Top 10 Holdings (40.16% of Total Assets)

SymbolCompany% Assets
BlackRock Liquidity Funds - T-Fund 7.55%
Money Market Obligations Trust - Federated Treasury Obligations Fund 7.55%
Champion Homes, Inc. 4.31%
First American Financial Corporation 3.76%
Hayward Holdings, Inc. 3.18%
Clean Harbors, Inc. 3.03%
Canadian Pacific Kansas City Limited 3.00%
Masimo Corporation 2.60%
Atmos Energy Corporation 2.60%
ACV Auctions Inc. 2.57%
Get Quotes for Top Holdings

Sector Weightings

SectorCRIHX
Consumer Cyclical   23.78%
Industrials   21.82%
Financial Services   15.51%
Technology   12.71%
Healthcare   9.84%
Utilities   6.24%
Basic Materials   4.82%
Real Estate   2.52%
Energy   1.44%
Consumer Defensive   1.34%
Communication Services   0.00%

Overall Portfolio Composition (%)

Cash 75.63%
Stocks 57.62%
Bonds 0.00%
Others -33.24%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average CRIHX Category Average
Price/Earnings 0.04 21.4
Price/Book 0.49 3.04
Price/Sales 0.7 2.45
Price/Cashflow 0.08 15.31
Median Market Cap 8,056.87 78,037.07
3 Year Earnings Growth -4.82 14.32

Bond Holdings

Average CRIHX Category Average
Maturity -- 5.94
Duration -- 4.26
Credit Quality -- --

Performance & Risk

YTD Return -7.60%
5y Average Return 5.98%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.47
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family CRM
Net Assets 284.13M
YTD Return -8.61%
Yield 1.01%
Morningstar Rating
Inception Date Aug 16, 2016

Fund Summary

The fund invests at least 80% of its assets in long and short positions 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 S&P 500 Index that are publicly traded on a U.S. securities market. Equity and equity related securities include: common and preferred stocks, and warrants on common stock. It will hold long equity securities that the Adviser has identified as undervalued and take short positions in equity securities that the Adviser has identified as overvalued or poised for underperformance.

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